-51.9%
ALMS price history and return analytics
+42.6%
-94.4%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.8% |
| 7D | -1.5% | -0.1% | -1.4% | -0.9% |
| 30D | -10.6% | -3.1% | -7.6% | -7.1% |
| 3M | -76.8% | -3.5% | -73.3% | -75.4% |
| 6M | -73.0% | +0.5% | -73.4% | -72.4% |
| YTD | -34.4% | +10.8% | -45.2% | -38.0% |
| 1Y | +26.7% | +11.9% | +14.8% | +19.1% |
| All | -51.9% | +42.6% | -94.4% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling