-46.9%
ALNY vs VTV
+24.1%
-71.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | -0.1% |
| 7D | -6.5% | -1.1% | -5.5% | -5.7% |
| 30D | +11.0% | -1.0% | +12.1% | +12.1% |
| 3M | -14.1% | +4.6% | -18.7% | -16.8% |
| 6M | -22.4% | +13.5% | -35.9% | -29.9% |
| YTD | -37.5% | +18.5% | -56.0% | -44.0% |
| 1Y | -46.9% | +22.9% | -69.8% | -53.1% |
| All | -46.9% | +24.1% | -71.1% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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