-93.3%
ALIT price history and return analytics
+124.0%
-217.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +6.0% |
| 7D | +2.9% | +2.4% | +0.5% | -0.2% |
| 30D | +47.2% | -1.5% | +48.7% | +49.7% |
| 3M | -9.6% | -4.1% | -5.4% | -4.6% |
| 6M | -16.5% | +0.6% | -17.0% | -17.9% |
| YTD | -66.1% | +11.0% | -77.1% | -70.6% |
| 1Y | -70.3% | +13.3% | -83.7% | -75.0% |
| 3Y | -90.1% | +73.4% | -163.5% | -95.1% |
| 5Y | -93.8% | +57.4% | -151.2% | -96.7% |
| All | -93.3% | +124.0% | -217.4% | -96.7% |
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