-45.4%
ALVO price history and return analytics
+75.3%
-120.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.1% |
| 7D | -1.0% | +1.0% | -2.0% | -1.7% |
| 30D | +36.2% | -0.2% | +36.5% | +36.4% |
| 3M | +22.4% | +4.5% | +17.9% | +17.5% |
| 6M | +29.4% | +14.1% | +15.4% | +15.8% |
| YTD | +1.2% | +14.8% | -13.6% | -10.2% |
| 1Y | -36.4% | +21.2% | -57.6% | -46.0% |
| All | -45.4% | +75.3% | -120.7% | -64.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling