+49.9%
VG vs ALLY
+0.9%
+49.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -4.8% |
| 7D | -22.0% | -1.1% | -20.9% | -22.1% |
| 30D | -14.7% | +4.2% | -18.9% | -12.3% |
| 3M | -7.1% | -12.4% | +5.3% | -13.4% |
| 6M | -11.2% | -8.7% | -2.5% | -14.1% |
| YTD | +69.8% | -11.6% | +81.5% | +68.4% |
| 1Y | +49.9% | +0.2% | +49.7% | +43.9% |
| All | +49.9% | +0.9% | +49.0% | +43.9% |
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 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