-79.4%
ALDX price history and return analytics
+250.5%
-329.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.3% | +0.4% | -0.8% | -1.0% |
| 30D | -7.5% | +1.0% | -8.5% | -8.8% |
| 3M | -15.9% | +2.4% | -18.3% | -18.3% |
| 6M | -71.5% | +12.0% | -83.5% | -75.7% |
| YTD | -71.4% | +15.3% | -86.8% | -76.6% |
| 1Y | -73.2% | +22.6% | -95.8% | -79.7% |
| 3Y | -80.4% | +74.7% | -155.1% | -89.7% |
| 5Y | -83.9% | +66.1% | -150.1% | -90.9% |
| 10Y | -72.4% | +225.0% | -297.4% | -91.8% |
| All | -79.4% | +250.5% | -329.9% | -94.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling