+22.7%
VZ vs ALNY
-48.3%
+71.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.5% | +0.6% |
| 7D | -1.2% | -6.4% | +5.2% | -0.9% |
| 30D | +5.7% | +11.9% | -6.2% | +5.1% |
| 3M | +8.2% | -15.0% | +23.3% | +8.5% |
| 6M | +1.7% | -23.2% | +25.0% | +2.2% |
| YTD | +28.9% | -37.8% | +66.6% | +32.1% |
| 1Y | +22.7% | -47.3% | +70.0% | +31.7% |
| All | +22.7% | -48.3% | +71.0% | +31.7% |
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