+135.2%
VGT vs ALLY
+3.2%
+132.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +1.0% | +3.7% | -2.7% | -0.3% |
| 30D | +1.3% | -2.3% | +3.6% | +2.1% |
| 3M | -1.1% | +3.8% | -5.0% | -2.6% |
| 6M | +32.6% | +9.7% | +22.9% | +27.6% |
| YTD | +29.0% | -1.4% | +30.4% | +28.6% |
| 1Y | +39.7% | +8.2% | +31.5% | +34.1% |
| 3Y | +120.9% | +66.5% | +54.4% | +75.9% |
| All | +135.2% | +3.2% | +132.0% | +113.9% |
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 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