-93.6%
ALIT price history and return analytics
+124.6%
-218.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | -4.9% |
| 7D | +28.0% | +0.4% | +27.7% | +27.4% |
| 30D | +35.1% | -2.6% | +37.7% | +39.5% |
| 3M | -16.3% | -3.2% | -13.1% | -12.6% |
| 6M | -32.4% | +0.9% | -33.3% | -33.7% |
| YTD | -67.6% | +11.3% | -78.9% | -72.0% |
| 1Y | -72.6% | +14.0% | -86.6% | -77.1% |
| 3Y | -90.4% | +75.8% | -166.2% | -95.3% |
| 5Y | -94.5% | +57.8% | -152.3% | -97.1% |
| All | -93.6% | +124.6% | -218.2% | -96.8% |
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