+147.3%
VXUS vs ALNY
+260.0%
-112.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +1.0% |
| 7D | -1.4% | -6.5% | +5.1% | -0.9% |
| 30D | -0.5% | +11.0% | -11.5% | -1.3% |
| 3M | +2.6% | -14.1% | +16.6% | +3.1% |
| 6M | +10.9% | -22.4% | +33.3% | +12.2% |
| YTD | +16.1% | -37.5% | +53.6% | +19.5% |
| 1Y | +22.3% | -46.9% | +69.2% | +27.4% |
| 3Y | +72.0% | +22.1% | +49.9% | +65.0% |
| 5Y | +54.1% | +31.2% | +22.9% | +44.2% |
| All | +147.3% | +260.0% | -112.7% | +114.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling