+1,036.3%
VGT vs ALLY
+95.5%
+940.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.6% |
| 7D | -4.1% | -0.7% | -3.5% | -3.9% |
| 30D | -13.6% | +1.1% | -14.8% | -14.0% |
| 3M | -8.0% | -13.2% | +5.2% | -3.9% |
| 6M | -1.5% | -13.5% | +12.0% | +2.7% |
| YTD | +17.7% | -14.3% | +32.0% | +22.6% |
| 1Y | +13.8% | -1.1% | +14.9% | +13.1% |
| 3Y | +101.6% | +62.0% | +39.6% | +66.9% |
| 5Y | +106.7% | -9.6% | +116.3% | +98.4% |
| 10Y | +717.0% | +176.0% | +541.0% | +421.7% |
| All | +1,036.3% | +95.5% | +940.9% | +686.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling