-43.8%
ALNY vs VG
-50.2%
+6.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -1.9% | +0.4% |
| 7D | -0.9% | -8.3% | +7.4% | -0.9% |
| 30D | -32.7% | -10.3% | -22.4% | -32.7% |
| 3M | -28.6% | -10.8% | -17.8% | -28.6% |
| 6M | -46.9% | +3.5% | -50.4% | -47.4% |
| YTD | -60.6% | +74.0% | -134.6% | -62.2% |
| 1Y | -64.6% | +48.9% | -113.5% | -65.8% |
| All | -43.8% | -50.2% | +6.4% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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