-93.9%
ALIT price history and return analytics
+123.5%
-217.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -2.9% |
| 7D | +20.7% | -0.1% | +20.8% | +20.9% |
| 30D | +30.4% | -3.1% | +33.5% | +35.5% |
| 3M | -16.6% | -3.5% | -13.1% | -12.6% |
| 6M | -34.7% | +0.5% | -35.2% | -35.6% |
| YTD | -68.7% | +10.8% | -79.5% | -72.8% |
| 1Y | -72.6% | +11.9% | -84.5% | -76.5% |
| 3Y | -90.7% | +73.0% | -163.7% | -95.4% |
| 5Y | -94.6% | +58.6% | -153.2% | -97.2% |
| All | -93.9% | +123.5% | -217.4% | -96.9% |
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