+37.7%
ALV price history and return analytics
+53.4%
-15.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | +5.0% | -2.3% | +7.4% | +8.0% |
| 30D | +11.7% | -5.0% | +16.7% | +18.7% |
| 3M | +3.1% | -4.9% | +8.0% | +9.6% |
| 6M | +3.3% | -1.5% | +4.9% | +5.0% |
| YTD | +6.4% | +8.5% | -2.1% | -4.3% |
| 1Y | +5.3% | +11.4% | -6.1% | -8.3% |
| 3Y | +37.1% | +70.1% | -33.0% | -31.3% |
| All | +37.7% | +53.4% | -15.7% | -21.7% |
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