+46.3%
ALNY vs VLTO
+23.4%
+22.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.7% | -3.5% |
| 7D | -6.4% | -4.5% | -1.9% | -4.6% |
| 30D | +11.9% | -4.6% | +16.5% | +14.1% |
| 3M | -15.0% | +13.3% | -28.3% | -17.6% |
| 6M | -23.2% | +2.1% | -25.3% | -23.0% |
| YTD | -37.8% | -6.1% | -31.7% | -36.0% |
| 1Y | -47.3% | -11.4% | -35.9% | -44.7% |
| All | +46.3% | +23.4% | +22.9% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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