+1,700.4%
ALNY vs VIG
+614.0%
+1,086.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | -3.5% | -1.2% | -2.3% | -2.2% |
| 30D | +18.9% | -2.8% | +21.7% | +23.1% |
| 3M | -13.3% | +2.5% | -15.8% | -16.0% |
| 6M | -20.3% | +8.1% | -28.4% | -27.5% |
| YTD | -35.1% | +9.6% | -44.7% | -42.0% |
| 1Y | -46.5% | +14.2% | -60.6% | -54.5% |
| 3Y | +28.1% | +56.1% | -28.0% | -25.1% |
| 5Y | +36.1% | +62.8% | -26.8% | -24.9% |
| 10Y | +269.7% | +248.2% | +21.5% | -27.8% |
| All | +1,700.4% | +614.0% | +1,086.4% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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