+202.4%
VLO vs ALLY
+63.1%
+139.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +5.2% | +3.7% | +1.5% | +4.4% |
| 30D | +22.6% | -2.3% | +24.9% | +23.2% |
| 3M | +43.8% | +3.8% | +39.9% | +42.2% |
| 6M | +65.7% | +9.7% | +56.0% | +59.9% |
| YTD | +131.1% | -1.4% | +132.5% | +130.2% |
| 1Y | +143.6% | +8.2% | +135.4% | +134.4% |
| All | +202.4% | +63.1% | +139.3% | +158.1% |
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 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