+454.5%
V vs ALLY
+182.8%
+271.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.9% |
| 7D | +0.6% | -0.7% | +1.3% | +0.8% |
| 30D | +9.7% | +1.1% | +8.6% | +9.3% |
| 3M | +17.3% | -13.2% | +30.5% | +22.3% |
| 6M | +33.2% | -13.5% | +46.7% | +38.7% |
| YTD | +21.3% | -14.3% | +35.6% | +26.1% |
| 1Y | +27.3% | -1.1% | +28.5% | +26.5% |
| 3Y | +76.1% | +62.0% | +14.1% | +43.7% |
| 5Y | +103.5% | -9.6% | +113.1% | +94.2% |
| 10Y | +454.5% | +176.0% | +278.5% | +281.0% |
| All | +454.5% | +182.8% | +271.6% | +281.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling