+366.0%
VZ vs ALNY
+2,605.6%
-2,239.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.4% | -5.8% | -0.7% |
| 7D | +1.5% | +5.8% | -4.4% | +1.1% |
| 30D | +4.4% | -26.5% | +30.8% | +5.9% |
| 3M | -2.4% | -27.3% | +25.0% | -1.0% |
| 6M | +1.4% | -43.4% | +44.8% | +3.9% |
| YTD | +21.4% | -58.5% | +79.9% | +26.5% |
| 1Y | +20.3% | -63.6% | +83.9% | +26.3% |
| 3Y | +57.4% | 0.0% | +57.4% | +53.7% |
| 5Y | +21.9% | -3.4% | +25.4% | +17.5% |
| 10Y | +70.7% | +254.6% | -183.9% | +45.1% |
| All | +366.0% | +2,605.6% | -2,239.6% | +228.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling