+32.3%
ALNY vs VCIT
+19.6%
+12.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.2% | -0.3% | +12.6% | +12.8% |
| 30D | +16.3% | -0.8% | +17.1% | +17.7% |
| 3M | -12.4% | -1.0% | -11.4% | -11.1% |
| 6M | -18.7% | -1.8% | -16.9% | -16.5% |
| YTD | -33.1% | -0.7% | -32.4% | -32.4% |
| 1Y | -41.3% | +1.0% | -42.3% | -42.1% |
| All | +32.3% | +19.6% | +12.7% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling