+38.1%
ALRS price history and return analytics
+65.7%
-27.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | -1.2% | -0.7% | -0.6% | -0.7% |
| 3M | +12.8% | +4.0% | +8.8% | +8.6% |
| 6M | +40.8% | +12.3% | +28.5% | +26.3% |
| YTD | +48.0% | +14.0% | +34.0% | +30.9% |
| 1Y | +50.0% | +20.3% | +29.7% | +26.1% |
| 3Y | +104.1% | +75.4% | +28.7% | +23.3% |
| 5Y | +38.1% | +66.0% | -27.9% | -11.3% |
| All | +38.1% | +65.7% | -27.6% | -11.3% |
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