+98.7%
ALLY vs VOO
+424.4%
-325.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | -2.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.6% |
| 30D | +3.4% | -3.3% | +6.8% | +7.9% |
| 3M | -11.1% | -2.4% | -8.7% | -8.4% |
| 6M | -11.5% | +2.6% | -14.1% | -14.9% |
| YTD | -12.3% | +11.3% | -23.6% | -24.4% |
| 1Y | +1.1% | +13.4% | -12.3% | -15.0% |
| 3Y | +64.8% | +80.3% | -15.5% | -25.1% |
| 5Y | -6.9% | +72.7% | -79.6% | -54.0% |
| 10Y | +194.9% | +310.0% | -115.1% | -45.3% |
| All | +98.7% | +424.4% | -325.7% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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