-62.8%
ALOY price history and return analytics
+57.0%
-119.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.3% | -9.4% | -9.3% |
| 7D | -6.8% | +2.4% | -9.1% | -9.0% |
| 30D | -7.5% | -1.5% | -6.0% | -4.7% |
| 3M | -55.9% | -4.1% | -51.8% | -52.8% |
| 6M | -35.8% | +0.6% | -36.3% | -34.2% |
| YTD | -29.5% | +11.0% | -40.5% | -33.9% |
| 1Y | -24.4% | +13.3% | -37.8% | -30.3% |
| 3Y | +233.3% | +73.4% | +159.9% | +115.5% |
| All | -62.8% | +57.0% | -119.9% | -71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling