-76.0%
ALIT price history and return analytics
+15.2%
-91.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.0% | +1.7% | +24.3% | +24.4% |
| 7D | +41.0% | -0.3% | +41.3% | +41.3% |
| 30D | +45.9% | -1.4% | +47.3% | +47.4% |
| 3M | -25.8% | -1.4% | -24.4% | -24.8% |
| 6M | -21.3% | +5.5% | -26.8% | -24.4% |
| YTD | -67.3% | +12.8% | -80.1% | -69.3% |
| 1Y | -76.0% | +15.4% | -91.4% | -78.2% |
| All | -76.0% | +15.2% | -91.2% | -78.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling