-62.6%
ALVO price history and return analytics
+100.6%
-163.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -0.3% | -10.0% | -10.1% |
| 7D | -13.8% | +2.4% | -16.1% | -15.2% |
| 30D | -19.0% | -1.5% | -17.5% | -18.0% |
| 3M | +2.4% | -4.1% | +6.6% | +5.5% |
| 6M | +14.2% | +0.6% | +13.6% | +13.6% |
| YTD | -18.3% | +11.0% | -29.4% | -24.1% |
| 1Y | -24.1% | +13.3% | -37.4% | -30.4% |
| 3Y | -53.5% | +73.4% | -126.9% | -66.7% |
| All | -62.6% | +100.6% | -163.1% | -74.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling