+96.8%
ALLY vs VOO
+412.4%
-315.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -2.1% |
| 7D | +0.9% | -2.7% | +3.6% | +4.4% |
| 30D | +3.1% | -5.4% | +8.5% | +10.7% |
| 3M | -12.6% | -4.1% | -8.5% | -7.9% |
| 6M | -12.4% | +0.7% | -13.2% | -13.7% |
| YTD | -13.2% | +8.7% | -21.9% | -22.7% |
| 1Y | +1.8% | +11.0% | -9.1% | -11.8% |
| 3Y | +58.0% | +75.5% | -17.5% | -25.5% |
| 5Y | -8.4% | +68.4% | -76.8% | -53.2% |
| 10Y | +195.3% | +315.7% | -120.4% | -45.6% |
| All | +96.8% | +412.4% | -315.5% | -68.4% |
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