+57.4%
VZ vs ALNY
+1.9%
+55.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.4% | -5.8% | -0.5% |
| 7D | +1.5% | +5.8% | -4.4% | +1.3% |
| 30D | +4.4% | -26.5% | +30.8% | +5.0% |
| 3M | -2.4% | -27.3% | +25.0% | -1.9% |
| 6M | +1.4% | -43.4% | +44.8% | +2.6% |
| YTD | +21.4% | -58.5% | +79.9% | +24.3% |
| 1Y | +20.3% | -63.6% | +83.9% | +23.9% |
| 3Y | +57.4% | 0.0% | +57.4% | +55.3% |
| All | +57.4% | +1.9% | +55.5% | +55.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling