+55.6%
VFC vs ALLY
+4.2%
+51.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.8% | +0.6% | +1.3% |
| 7D | +21.5% | +2.4% | +19.1% | +19.1% |
| 30D | +46.7% | +5.6% | +41.1% | +40.0% |
| 3M | +38.4% | -11.7% | +50.1% | +53.7% |
| 6M | +15.2% | -7.0% | +22.3% | +23.0% |
| YTD | +17.8% | -10.4% | +28.3% | +31.5% |
| 1Y | +55.6% | +2.4% | +53.2% | +47.2% |
| All | +55.6% | +4.2% | +51.3% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling