+479.8%
ALRS price history and return analytics
+360.7%
+119.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.1% |
| 7D | -1.0% | -0.7% | -0.3% | -0.8% |
| 30D | +11.0% | -1.7% | +12.8% | +11.4% |
| 3M | +3.8% | -2.3% | +6.1% | +4.4% |
| 6M | +29.2% | +1.5% | +27.7% | +28.6% |
| YTD | +56.6% | +12.0% | +44.6% | +52.3% |
| 1Y | +63.1% | +12.9% | +50.3% | +58.4% |
| 3Y | +119.9% | +74.9% | +44.9% | +95.4% |
| 5Y | +15.1% | +59.9% | -44.8% | +3.2% |
| 10Y | +181.6% | +224.6% | -43.0% | +144.7% |
| All | +479.8% | +360.7% | +119.1% | +410.1% |
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