-93.0%
ALDX vs VT
+53.4%
-146.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.6% |
| 7D | +13.2% | -2.3% | +15.5% | +16.9% |
| 30D | -33.9% | -5.0% | -29.0% | -28.8% |
| 3M | -60.1% | -4.9% | -55.3% | -57.4% |
| 6M | -63.6% | -1.5% | -62.0% | -62.8% |
| YTD | -87.8% | +8.5% | -96.3% | -89.1% |
| 1Y | -86.8% | +11.4% | -98.2% | -88.7% |
| 3Y | -71.8% | +70.1% | -141.9% | -83.6% |
| All | -93.0% | +53.4% | -146.4% | -95.2% |
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