-16.5%
ALMS price history and return analytics
+48.4%
-65.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -50.4% | +0.4% | -50.8% | -50.1% |
| 30D | -59.1% | +1.0% | -60.0% | -59.0% |
| 3M | -45.6% | +2.4% | -47.9% | -46.1% |
| 6M | -61.6% | +12.0% | -73.6% | -64.7% |
| YTD | +13.7% | +15.3% | -1.6% | +2.4% |
| 1Y | +141.3% | +22.6% | +118.7% | +109.2% |
| All | -16.5% | +48.4% | -65.0% | -37.4% |
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 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