-78.8%
ALGN price history and return analytics
+65.7%
-144.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.4% |
| 7D | -4.9% | -1.1% | -3.8% | -3.1% |
| 30D | -13.3% | -1.0% | -12.3% | -11.8% |
| 3M | -14.6% | +3.2% | -17.7% | -19.2% |
| 6M | -13.7% | +12.5% | -26.2% | -29.5% |
| YTD | -3.4% | +14.1% | -17.5% | -22.8% |
| 1Y | +11.0% | +18.9% | -7.9% | -17.4% |
| 3Y | -55.0% | +74.1% | -129.1% | -82.5% |
| All | -78.8% | +65.7% | -144.5% | -90.4% |
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