+235.2%
VIK vs ALLY
+7.7%
+227.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.6% |
| 7D | 0.0% | +0.9% | -0.9% | -0.5% |
| 30D | +7.7% | +3.1% | +4.6% | +5.7% |
| 3M | -17.6% | -12.6% | -5.1% | -10.9% |
| 6M | +1.7% | -12.4% | +14.1% | +9.4% |
| YTD | +22.5% | -13.2% | +35.7% | +32.1% |
| 1Y | +52.6% | +1.8% | +50.8% | +50.4% |
| All | +235.2% | +7.7% | +227.4% | +214.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling