+812.9%
VGT vs ALLY
+178.1%
+634.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +0.2% |
| 7D | +1.5% | -1.9% | +3.4% | +2.1% |
| 30D | +0.5% | -4.5% | +5.0% | +2.0% |
| 3M | +5.3% | -2.8% | +8.1% | +6.1% |
| 6M | +32.4% | +10.3% | +22.1% | +27.6% |
| YTD | +28.6% | -5.7% | +34.3% | +30.1% |
| 1Y | +37.6% | +3.9% | +33.7% | +34.4% |
| 3Y | +125.5% | +64.7% | +60.8% | +84.7% |
| 5Y | +135.2% | -2.6% | +137.8% | +119.7% |
| 10Y | +812.9% | +186.0% | +626.9% | +525.4% |
| All | +812.9% | +178.1% | +634.8% | +525.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling