+68.5%
VEA vs ALLY
+54.4%
+14.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | 0.0% |
| 7D | -2.2% | +0.9% | -3.1% | -2.4% |
| 30D | -3.4% | +3.1% | -6.4% | -4.0% |
| 3M | -5.6% | -12.6% | +6.9% | -2.9% |
| 6M | -3.4% | -12.4% | +9.0% | -0.9% |
| YTD | +9.7% | -13.2% | +22.9% | +12.5% |
| 1Y | +15.4% | +1.8% | +13.5% | +14.3% |
| 3Y | +68.5% | +58.0% | +10.6% | +51.3% |
| All | +68.5% | +54.4% | +14.2% | +51.3% |
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