-92.6%
ALDX price history and return analytics
+57.0%
-149.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.6% |
| 7D | +1.6% | +2.4% | -0.8% | -1.6% |
| 30D | -18.5% | -1.5% | -17.0% | -16.5% |
| 3M | -55.3% | -4.1% | -51.2% | -52.7% |
| 6M | -62.1% | +0.6% | -62.7% | -62.4% |
| YTD | -87.6% | +11.0% | -98.6% | -89.3% |
| 1Y | -87.2% | +13.3% | -100.5% | -89.3% |
| 3Y | -73.8% | +73.4% | -147.2% | -85.1% |
| All | -92.6% | +57.0% | -149.6% | -95.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling