+62.0%
ALLY vs VO
+66.9%
-4.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | +1.1% | +0.5% | +0.7% | +0.3% |
| 3M | -13.2% | -1.1% | -12.1% | -11.9% |
| 6M | -13.5% | +6.4% | -19.9% | -21.1% |
| YTD | -14.3% | +13.5% | -27.8% | -29.0% |
| 1Y | -1.1% | +13.6% | -14.7% | -18.0% |
| 3Y | +62.0% | +65.2% | -3.2% | -29.7% |
| All | +62.0% | +66.9% | -4.9% | -29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling