-24.8%
ALMU price history and return analytics
+21.4%
-46.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +4.4% |
| 7D | +6.8% | +1.0% | +5.8% | +3.5% |
| 30D | -27.3% | -0.2% | -27.0% | -26.5% |
| 3M | -45.7% | +4.5% | -50.2% | -51.5% |
| 6M | -11.4% | +14.1% | -25.4% | -31.8% |
| YTD | -22.5% | +14.8% | -37.2% | -42.6% |
| 1Y | -24.8% | +21.2% | -46.0% | -51.6% |
| All | -24.8% | +21.4% | -46.2% | -51.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling