+67.8%
IVV vs ALLY
-7.4%
+75.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.0% |
| 7D | -4.8% | -1.1% | -3.6% | -4.5% |
| 30D | -5.9% | +4.2% | -10.1% | -7.0% |
| 3M | -4.5% | -12.4% | +7.9% | -1.1% |
| 6M | +1.8% | -8.7% | +10.5% | +4.0% |
| YTD | +8.4% | -11.6% | +20.0% | +11.3% |
| 1Y | +9.4% | +0.2% | +9.2% | +8.3% |
| 3Y | +75.3% | +57.1% | +18.2% | +47.9% |
| 5Y | +67.8% | -6.8% | +74.6% | +65.0% |
| All | +67.8% | -7.4% | +75.2% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 5y: compounded portfolio wealth divided by compounded ALLY 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…
5y analysis · Full analysis span regression · 6 months rolling