+910.3%
ALNY vs VT
+374.2%
+536.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.2% | +0.4% | +11.8% | +11.7% |
| 30D | +16.3% | +1.0% | +15.4% | +15.3% |
| 3M | -12.4% | +2.4% | -14.7% | -15.5% |
| 6M | -18.7% | +12.0% | -30.7% | -28.6% |
| YTD | -33.1% | +15.3% | -48.4% | -43.0% |
| 1Y | -41.3% | +22.6% | -63.9% | -53.2% |
| 3Y | +32.3% | +74.7% | -42.4% | -26.9% |
| 5Y | +34.8% | +66.1% | -31.4% | -21.7% |
| 10Y | +284.7% | +225.0% | +59.7% | +9.3% |
| All | +910.3% | +374.2% | +536.1% | +99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling