+93.8%
ALLY vs VLTO
+27.2%
+66.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +1.0% |
| 7D | +3.7% | -2.3% | +6.0% | +4.7% |
| 30D | -2.3% | -0.9% | -1.4% | -2.0% |
| 3M | +3.8% | +13.8% | -10.0% | -2.5% |
| 6M | +9.7% | +2.0% | +7.7% | +8.4% |
| YTD | -1.4% | -3.2% | +1.8% | -0.4% |
| 1Y | +8.2% | -9.2% | +17.4% | +13.0% |
| All | +93.8% | +27.2% | +66.6% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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