+20.0%
VCIT vs ALLY
+54.4%
-34.4%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | -0.1% |
| 7D | +0.1% | +0.9% | -0.8% | +0.1% |
| 30D | +1.9% | +3.1% | -1.2% | +1.8% |
| 3M | -1.4% | -12.6% | +11.1% | -0.9% |
| 6M | -2.1% | -12.4% | +10.3% | -1.7% |
| YTD | -1.6% | -13.2% | +11.5% | -1.2% |
| 1Y | -0.9% | +1.8% | -2.7% | -1.1% |
| 3Y | +20.0% | +58.0% | -38.0% | +14.9% |
| All | +20.0% | +54.4% | -34.4% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling