+3,507.4%
ALM price history and return analytics
+280.3%
+3,227.2%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.0% |
| 7D | -6.7% | -2.3% | -4.3% | -5.0% |
| 30D | -32.9% | -5.0% | -27.9% | -30.3% |
| 3M | -39.5% | -4.9% | -34.6% | -37.0% |
| 6M | -62.0% | -1.5% | -60.4% | -60.8% |
| YTD | -7.8% | +8.5% | -16.3% | -9.1% |
| 1Y | +26.7% | +11.4% | +15.3% | +23.4% |
| 3Y | +825.4% | +70.1% | +755.3% | +642.6% |
| 5Y | +401.2% | +53.7% | +347.5% | +318.4% |
| 10Y | +2,074.0% | +220.0% | +1,854.1% | +1,027.2% |
| All | +3,507.4% | +280.3% | +3,227.2% | +0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling