+812.9%
VOO vs ALNY
+1,608.1%
-795.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | -0.2% |
| 7D | -2.0% | -6.4% | +4.4% | -1.3% |
| 30D | -1.7% | +11.9% | -13.6% | -2.8% |
| 3M | +4.7% | -15.0% | +19.8% | +5.6% |
| 6M | +12.6% | -23.2% | +35.8% | +14.5% |
| YTD | +11.8% | -37.8% | +49.5% | +16.0% |
| 1Y | +17.5% | -47.3% | +64.8% | +23.8% |
| 3Y | +77.0% | +22.9% | +54.1% | +67.9% |
| 5Y | +82.6% | +30.6% | +52.0% | +68.1% |
| 10Y | +320.0% | +254.6% | +65.3% | +230.3% |
| All | +812.9% | +1,608.1% | -795.3% | +383.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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