+14.0%
VIK vs ALLY
+10.4%
+3.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | 0.0% |
| 7D | -3.0% | +3.7% | -6.7% | -5.8% |
| 30D | -20.7% | -2.3% | -18.5% | -19.4% |
| 3M | -4.6% | +3.8% | -8.5% | -9.0% |
| 6M | +14.0% | +9.7% | +4.3% | +2.1% |
| All | +14.0% | +10.4% | +3.6% | +2.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling