+83.0%
ALB price history and return analytics
+221.4%
-138.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.4% |
| 7D | -4.4% | +1.0% | -5.4% | -5.9% |
| 30D | -1.2% | -0.2% | -0.9% | -1.0% |
| 3M | -13.3% | +4.5% | -17.9% | -19.1% |
| 6M | -19.8% | +14.1% | -33.8% | -34.7% |
| YTD | -7.9% | +14.8% | -22.7% | -25.2% |
| 1Y | +60.2% | +21.2% | +39.0% | +20.3% |
| 3Y | -26.4% | +76.6% | -103.0% | -66.5% |
| 5Y | -42.5% | +66.6% | -109.1% | -70.6% |
| 10Y | +83.0% | +222.3% | -139.3% | -59.8% |
| All | +83.0% | +221.4% | -138.4% | -59.8% |
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 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