+22.1%
ALNY vs VO
+55.8%
-33.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.2% |
| 7D | -6.5% | -1.5% | -5.0% | -5.4% |
| 30D | +11.0% | -3.0% | +14.1% | +13.8% |
| 3M | -14.1% | +2.8% | -16.9% | -16.1% |
| 6M | -22.4% | +10.9% | -33.3% | -28.9% |
| YTD | -37.5% | +12.5% | -49.9% | -43.3% |
| 1Y | -46.9% | +12.0% | -58.9% | -51.8% |
| 3Y | +22.1% | +56.3% | -34.2% | -22.0% |
| All | +22.1% | +55.8% | -33.8% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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