+36.4%
ALX price history and return analytics
+57.5%
-21.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +6.0% | -0.1% | +6.1% | +6.0% |
| 30D | +5.6% | -3.1% | +8.7% | +7.4% |
| 3M | -5.8% | -3.5% | -2.3% | -4.0% |
| 6M | +7.1% | +0.5% | +6.7% | +6.3% |
| YTD | +23.3% | +10.8% | +12.5% | +14.9% |
| 1Y | +20.7% | +11.9% | +8.8% | +11.7% |
| 3Y | +65.0% | +73.0% | -7.9% | +15.5% |
| 5Y | +36.4% | +58.6% | -22.2% | -0.5% |
| All | +36.4% | +57.5% | -21.1% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling