-31.0%
ALMS price history and return analytics
+46.8%
-77.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.9% | -8.2% | -8.2% |
| 7D | -17.3% | -1.1% | -16.2% | -16.4% |
| 30D | -64.1% | -1.0% | -63.1% | -63.3% |
| 3M | -56.1% | +3.2% | -59.2% | -56.8% |
| 6M | -65.1% | +12.5% | -77.6% | -68.0% |
| YTD | -5.9% | +14.1% | -20.0% | -14.4% |
| 1Y | +110.6% | +18.9% | +91.6% | +86.9% |
| All | -31.0% | +46.8% | -77.8% | -47.6% |
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