+89.6%
VRT vs ALNY
-47.6%
+137.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.5% |
| 7D | -8.4% | -6.5% | -1.8% | -7.5% |
| 30D | -10.9% | +11.0% | -21.9% | -12.4% |
| 3M | -13.7% | -14.1% | +0.4% | -13.2% |
| 6M | -4.1% | -22.4% | +18.3% | -0.1% |
| YTD | +58.7% | -37.5% | +96.2% | +79.1% |
| 1Y | +89.6% | -46.9% | +136.6% | +129.6% |
| All | +89.6% | -47.6% | +137.2% | +129.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling