+777.0%
VST vs ALNY
+38.0%
+739.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +5.3% | -3.5% | +8.8% | +5.7% |
| 30D | +5.8% | +18.9% | -13.1% | +3.9% |
| 3M | +3.5% | -13.3% | +16.8% | +4.0% |
| 6M | -7.4% | -20.3% | +12.9% | -6.1% |
| YTD | -6.1% | -35.1% | +29.0% | -2.6% |
| 1Y | -21.6% | -46.5% | +24.9% | -16.8% |
| 3Y | +357.2% | +28.1% | +329.1% | +335.0% |
| 5Y | +777.0% | +36.1% | +741.0% | +703.3% |
| All | +777.0% | +38.0% | +739.1% | +703.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling