-93.7%
ALIT price history and return analytics
+130.1%
-223.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -5.9% |
| 7D | -11.4% | -0.1% | -11.2% | -11.1% |
| 30D | -14.3% | -0.7% | -13.6% | -13.3% |
| 3M | -10.0% | +4.0% | -14.0% | -15.1% |
| 6M | -33.4% | +12.3% | -45.7% | -43.2% |
| YTD | -67.8% | +14.0% | -81.8% | -73.0% |
| 1Y | -82.8% | +20.3% | -103.1% | -86.6% |
| 3Y | -90.9% | +75.4% | -166.3% | -95.6% |
| 5Y | -94.6% | +66.0% | -160.6% | -97.3% |
| All | -93.7% | +130.1% | -223.7% | -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