+99.1%
VGT vs ALLY
-7.6%
+106.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +2.0% |
| 7D | -7.2% | +0.9% | -8.2% | -7.6% |
| 30D | -16.1% | +3.1% | -19.2% | -17.1% |
| 3M | -9.2% | -12.6% | +3.4% | -4.9% |
| 6M | -0.7% | -12.4% | +11.7% | +3.6% |
| YTD | +15.6% | -13.2% | +28.7% | +20.3% |
| 1Y | +14.4% | +1.8% | +12.5% | +12.2% |
| 3Y | +105.2% | +58.0% | +47.3% | +65.3% |
| All | +99.1% | -7.6% | +106.7% | +96.7% |
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