-67.0%
ALOY price history and return analytics
+230.6%
-297.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.9% | +0.4% | -3.3% | -3.2% |
| 30D | +4.1% | +1.0% | +3.1% | +3.7% |
| 3M | -26.5% | +2.4% | -28.9% | -27.0% |
| 6M | -61.0% | +12.0% | -73.0% | -63.0% |
| YTD | +24.8% | +15.3% | +9.4% | +16.7% |
| 1Y | +61.0% | +22.6% | +38.4% | +46.8% |
| 3Y | +274.1% | +74.7% | +199.4% | +192.0% |
| 5Y | -15.8% | +66.1% | -82.0% | -33.8% |
| 10Y | -71.0% | +225.0% | -296.0% | -77.2% |
| All | -67.0% | +230.6% | -297.6% | -69.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling