+18.7%
VGT vs ALLY
-1.0%
+19.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | -9.5% | +5.2% | -14.7% | -10.8% |
| 3M | -9.5% | -13.3% | +3.8% | -5.7% |
| 6M | -1.8% | -6.7% | +4.9% | -0.1% |
| YTD | +18.4% | -12.8% | +31.2% | +22.0% |
| 1Y | +18.7% | +0.7% | +18.1% | +15.6% |
| All | +18.7% | -1.0% | +19.8% | +15.6% |
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