+421.7%
VOO vs ALLY
+99.9%
+321.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +2.1% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | -3.3% | +3.4% | -6.8% | -4.3% |
| 3M | -2.4% | -11.1% | +8.7% | +0.8% |
| 6M | +2.6% | -11.5% | +14.1% | +5.8% |
| YTD | +11.3% | -12.3% | +23.6% | +14.6% |
| 1Y | +13.4% | +1.1% | +12.3% | +12.0% |
| 3Y | +80.3% | +64.8% | +15.5% | +49.8% |
| 5Y | +72.7% | -6.9% | +79.6% | +63.8% |
| 10Y | +310.0% | +194.9% | +115.1% | +156.7% |
| All | +421.7% | +99.9% | +321.8% | +252.8% |
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