-62.0%
ALNY vs VYM
+21.8%
-83.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | 0.0% |
| 7D | -30.7% | +1.2% | -31.8% | -31.3% |
| 30D | -26.7% | +5.2% | -32.0% | -29.5% |
| 3M | -26.4% | +0.5% | -27.0% | -26.7% |
| 6M | -45.9% | +7.7% | -53.6% | -48.8% |
| YTD | -59.5% | +17.2% | -76.7% | -63.2% |
| 1Y | -62.0% | +21.7% | -83.6% | -65.3% |
| All | -62.0% | +21.8% | -83.7% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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