-90.2%
ALAR price history and return analytics
+57.0%
-147.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.2% |
| 7D | -0.8% | +2.4% | -3.2% | -3.6% |
| 30D | -15.0% | -1.5% | -13.5% | -12.8% |
| 3M | -35.0% | -4.1% | -30.9% | -31.0% |
| 6M | -83.1% | +0.6% | -83.7% | -83.2% |
| YTD | -86.1% | +11.0% | -97.2% | -87.8% |
| 1Y | -91.2% | +13.3% | -104.6% | -92.5% |
| 3Y | -69.5% | +73.4% | -142.9% | -81.8% |
| All | -90.2% | +57.0% | -147.2% | -93.3% |
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