-72.4%
ALDX price history and return analytics
+221.4%
-293.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.8% |
| 7D | +3.4% | +1.0% | +2.3% | +1.7% |
| 30D | -0.6% | -0.2% | -0.4% | -0.4% |
| 3M | -11.5% | +4.5% | -16.0% | -17.2% |
| 6M | -67.9% | +14.1% | -82.0% | -73.9% |
| YTD | -70.3% | +14.8% | -85.0% | -76.0% |
| 1Y | -73.0% | +21.2% | -94.2% | -79.9% |
| 3Y | -78.7% | +76.6% | -155.3% | -89.8% |
| 5Y | -82.8% | +66.6% | -149.3% | -91.0% |
| 10Y | -72.4% | +222.3% | -294.7% | -93.2% |
| All | -72.4% | +221.4% | -293.8% | -93.2% |
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