-89.7%
ALDX price history and return analytics
+223.7%
-313.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -3.6% |
| 7D | +9.1% | +0.4% | +8.7% | +8.4% |
| 30D | -30.6% | -2.6% | -28.0% | -27.4% |
| 3M | -59.0% | -3.2% | -55.7% | -57.0% |
| 6M | -63.2% | +0.9% | -64.2% | -63.8% |
| YTD | -87.7% | +11.3% | -99.0% | -89.7% |
| 1Y | -86.4% | +14.0% | -100.4% | -89.0% |
| 3Y | -73.0% | +75.8% | -148.8% | -86.8% |
| 5Y | -93.1% | +57.8% | -151.0% | -96.1% |
| 10Y | -89.7% | +219.8% | -309.5% | -96.8% |
| All | -89.7% | +223.7% | -313.4% | -96.8% |
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