-41.3%
ALNY vs VT
+23.3%
-64.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.2% | +0.4% | +11.8% | +12.1% |
| 30D | +16.3% | +1.0% | +15.4% | +16.1% |
| 3M | -12.4% | +2.4% | -14.7% | -11.9% |
| 6M | -18.7% | +12.0% | -30.7% | -24.1% |
| YTD | -33.1% | +15.3% | -48.4% | -38.5% |
| 1Y | -41.3% | +22.6% | -63.9% | -47.9% |
| All | -41.3% | +23.3% | -64.7% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling