+106.8%
ALRS price history and return analytics
+76.6%
+30.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | +1.9% | +1.0% | +0.9% | +1.0% |
| 30D | 0.0% | -0.2% | +0.2% | +0.2% |
| 3M | +15.0% | +4.5% | +10.5% | +10.1% |
| 6M | +41.4% | +14.1% | +27.3% | +24.1% |
| YTD | +49.9% | +14.8% | +35.2% | +30.7% |
| 1Y | +52.0% | +21.2% | +30.8% | +24.9% |
| 3Y | +106.8% | +76.6% | +30.3% | +10.6% |
| All | +106.8% | +76.6% | +30.2% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling