+645.9%
VST vs ALNY
-10.0%
+655.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.0% |
| 7D | +19.2% | 0.0% | +19.2% | +19.1% |
| 30D | -17.2% | -30.0% | +12.9% | -14.4% |
| 3M | -8.1% | -30.1% | +21.9% | -5.1% |
| 6M | -8.1% | -46.4% | +38.2% | -3.4% |
| YTD | -16.3% | -60.6% | +44.3% | -8.7% |
| 1Y | -24.1% | -65.4% | +41.3% | -15.9% |
| 3Y | +300.2% | -3.2% | +303.4% | +290.8% |
| 5Y | +645.9% | -8.3% | +654.2% | +608.6% |
| All | +645.9% | -10.0% | +655.9% | +608.6% |
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 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