-90.1%
ALDX price history and return analytics
+217.6%
-307.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.4% |
| 7D | +1.3% | -0.1% | +1.4% | +1.4% |
| 30D | -31.3% | -3.1% | -28.3% | -27.7% |
| 3M | -58.3% | -3.5% | -54.8% | -56.1% |
| 6M | -63.6% | +0.5% | -64.1% | -63.9% |
| YTD | -87.9% | +10.8% | -98.6% | -89.7% |
| 1Y | -87.7% | +11.9% | -99.6% | -89.8% |
| 3Y | -72.5% | +73.0% | -145.4% | -86.2% |
| 5Y | -93.1% | +58.6% | -151.7% | -96.1% |
| 10Y | -90.1% | +219.2% | -309.3% | -97.0% |
| All | -90.1% | +217.6% | -307.7% | -97.0% |
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