+60.6%
ALV price history and return analytics
+66.2%
-5.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.3% |
| 7D | +0.9% | +1.0% | -0.1% | -0.3% |
| 30D | -1.4% | -0.2% | -1.2% | -1.1% |
| 3M | -5.6% | +4.5% | -10.1% | -10.8% |
| 6M | +9.9% | +14.1% | -4.1% | -6.7% |
| YTD | +3.6% | +14.8% | -11.2% | -12.8% |
| 1Y | -3.1% | +21.2% | -24.3% | -23.9% |
| 3Y | +30.7% | +76.6% | -45.9% | -37.2% |
| 5Y | +60.6% | +66.6% | -6.0% | -16.7% |
| All | +60.6% | +66.2% | -5.6% | -16.7% |
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