-90.5%
ALDX price history and return analytics
+224.7%
-315.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +1.8% |
| 7D | +0.6% | -0.7% | +1.3% | +1.6% |
| 30D | -28.1% | -1.7% | -26.4% | -25.8% |
| 3M | -56.9% | -2.3% | -54.6% | -55.4% |
| 6M | -63.0% | +1.5% | -64.5% | -63.8% |
| YTD | -87.4% | +12.0% | -99.5% | -89.5% |
| 1Y | -87.6% | +12.9% | -100.4% | -89.7% |
| 3Y | -71.5% | +74.9% | -146.5% | -85.9% |
| 5Y | -92.7% | +59.9% | -152.7% | -96.0% |
| All | -90.5% | +224.7% | -315.2% | -97.3% |
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 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