+3,082.3%
ALM price history and return analytics
+222.7%
+2,859.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.8% |
| 7D | +3.6% | -0.1% | +3.8% | +3.7% |
| 30D | +33.8% | -0.7% | +34.5% | +34.4% |
| 3M | +14.8% | +4.0% | +10.8% | +12.9% |
| 6M | -7.0% | +12.3% | -19.2% | -10.9% |
| YTD | +108.1% | +14.0% | +94.0% | +98.3% |
| 1Y | +313.8% | +20.3% | +293.5% | +286.3% |
| 3Y | +2,227.6% | +75.4% | +2,152.2% | +1,794.7% |
| 5Y | +956.6% | +66.0% | +890.7% | +770.7% |
| 10Y | +3,082.3% | +228.2% | +2,854.1% | +2,066.2% |
| All | +3,082.3% | +222.7% | +2,859.6% | +2,066.2% |
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 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