+217.8%
VLO vs ALLY
+65.2%
+152.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.4% |
| 7D | -0.4% | -2.8% | +2.3% | +0.1% |
| 30D | -16.6% | +1.9% | -18.5% | -17.0% |
| 3M | +12.3% | -12.1% | +24.4% | +15.1% |
| 6M | +47.8% | -9.0% | +56.8% | +49.8% |
| YTD | +126.7% | -12.9% | +139.7% | +131.4% |
| 1Y | +105.4% | -0.1% | +105.4% | +100.2% |
| All | +217.8% | +65.2% | +152.7% | +161.2% |
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