+116.6%
ALMU price history and return analytics
+85.4%
+31.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +6.3% |
| 7D | +26.3% | +2.9% | +23.4% | +19.6% |
| 30D | -22.7% | -2.5% | -20.2% | -17.6% |
| 3M | -58.0% | -3.3% | -54.7% | -54.4% |
| 6M | -72.0% | +1.5% | -73.6% | -71.6% |
| YTD | -55.9% | +11.4% | -67.2% | -60.7% |
| 1Y | -46.0% | +11.9% | -58.0% | -52.0% |
| 3Y | +191.5% | +73.9% | +117.7% | +46.0% |
| All | +116.6% | +85.4% | +31.1% | -14.0% |
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