+2.4%
ALLY vs VO
+16.3%
-13.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +2.6% |
| 7D | +2.4% | +1.0% | +1.4% | +1.1% |
| 30D | +5.6% | +2.6% | +2.9% | +2.0% |
| 3M | -11.7% | -0.3% | -11.4% | -11.2% |
| 6M | -7.0% | +7.6% | -14.6% | -16.0% |
| YTD | -10.4% | +14.7% | -25.2% | -26.0% |
| 1Y | +2.4% | +16.4% | -14.1% | -17.3% |
| All | +2.4% | +16.3% | -13.9% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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