+97.2%
ALAI price history and return analytics
+44.2%
+53.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.8% |
| 7D | -6.3% | -2.3% | -4.0% | -2.7% |
| 30D | -18.7% | -5.0% | -13.8% | -11.5% |
| 3M | -12.6% | -4.9% | -7.8% | -5.0% |
| 6M | -8.3% | -1.5% | -6.8% | -5.1% |
| YTD | +7.2% | +8.5% | -1.3% | -4.5% |
| 1Y | +6.5% | +11.4% | -4.9% | -8.9% |
| All | +97.2% | +44.2% | +53.0% | +16.2% |
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 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