+87.1%
ALMU price history and return analytics
+84.9%
+2.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.3% | -13.3% | -13.0% |
| 7D | -6.3% | +2.4% | -8.6% | -10.4% |
| 30D | -28.2% | -1.5% | -26.7% | -24.9% |
| 3M | -62.8% | -4.1% | -58.7% | -58.9% |
| 6M | -79.2% | +0.6% | -79.8% | -78.5% |
| YTD | -61.9% | +11.0% | -72.9% | -65.8% |
| 1Y | -51.2% | +13.3% | -64.5% | -57.3% |
| 3Y | +191.4% | +73.4% | +118.0% | +46.9% |
| All | +87.1% | +84.9% | +2.2% | -25.2% |
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