-50.8%
ALMS price history and return analytics
+43.2%
-94.0%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.6% | +6.0% | +5.7% |
| 7D | +2.7% | +0.4% | +2.3% | +2.7% |
| 30D | -8.5% | -2.6% | -5.9% | -5.4% |
| 3M | -76.3% | -3.2% | -73.0% | -75.0% |
| 6M | -72.3% | +0.9% | -73.3% | -71.9% |
| YTD | -32.9% | +11.3% | -44.2% | -36.9% |
| 1Y | +38.8% | +14.0% | +24.8% | +28.6% |
| All | -50.8% | +43.2% | -94.0% | -61.4% |
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