-53.4%
ALVO price history and return analytics
+106.0%
-159.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | -2.4% | -0.1% | -2.3% | -2.3% |
| 30D | +38.2% | -0.7% | +38.9% | +38.7% |
| 3M | +25.2% | +4.0% | +21.2% | +21.4% |
| 6M | +29.6% | +12.3% | +17.3% | +19.5% |
| YTD | +1.6% | +14.0% | -12.5% | -7.5% |
| 1Y | -35.8% | +20.3% | -56.1% | -43.5% |
| 3Y | -45.3% | +75.4% | -120.7% | -61.2% |
| All | -53.4% | +106.0% | -159.4% | -68.8% |
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