+48.1%
VCIT vs ALLY
+104.2%
-56.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.8% | -3.2% | +0.5% |
| 7D | +0.4% | +2.4% | -1.9% | +0.4% |
| 30D | +2.2% | +5.6% | -3.4% | +2.0% |
| 3M | -1.8% | -11.7% | +9.9% | -1.4% |
| 6M | -1.6% | -7.0% | +5.4% | -1.4% |
| YTD | -1.7% | -10.4% | +8.7% | -1.5% |
| 1Y | -0.8% | +2.4% | -3.2% | -1.0% |
| 3Y | +19.3% | +59.2% | -39.9% | +16.9% |
| 5Y | +3.5% | -5.0% | +8.5% | +2.2% |
| 10Y | +28.6% | +204.5% | -175.9% | +23.1% |
| All | +48.1% | +104.2% | -56.1% | +41.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling