+62.1%
VEA vs ALLY
-0.2%
+62.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +0.4% |
| 7D | +1.9% | +1.0% | +0.8% | +1.6% |
| 30D | +0.8% | -3.3% | +4.1% | +1.6% |
| 3M | +5.7% | +0.5% | +5.2% | +5.4% |
| 6M | +13.3% | +12.6% | +0.7% | +9.7% |
| YTD | +18.4% | -4.7% | +23.1% | +19.1% |
| 1Y | +27.0% | +5.2% | +21.7% | +24.4% |
| 3Y | +79.3% | +66.5% | +12.8% | +52.2% |
| 5Y | +62.1% | +0.2% | +61.9% | +52.2% |
| All | +62.1% | -0.2% | +62.4% | +52.2% |
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