+115.8%
ALRM price history and return analytics
+224.4%
-108.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -0.5% |
| 7D | -2.5% | -0.7% | -1.8% | -1.9% |
| 30D | +18.5% | -1.7% | +20.3% | +20.3% |
| 3M | +17.6% | -2.3% | +19.9% | +19.9% |
| 6M | +51.6% | +1.5% | +50.1% | +47.7% |
| YTD | +29.9% | +12.0% | +17.9% | +13.7% |
| 1Y | +31.0% | +12.9% | +18.2% | +13.8% |
| 3Y | +17.1% | +74.9% | -57.8% | -35.4% |
| 5Y | -22.0% | +59.9% | -81.9% | -52.6% |
| 10Y | +115.8% | +224.6% | -108.8% | -9.9% |
| All | +115.8% | +224.4% | -108.6% | -9.9% |
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