+409.7%
VOO vs ALLY
+98.1%
+311.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.8% |
| 7D | -2.7% | +0.9% | -3.6% | -3.0% |
| 30D | -5.4% | +3.1% | -8.5% | -6.3% |
| 3M | -4.1% | -12.6% | +8.5% | -0.4% |
| 6M | +0.7% | -12.4% | +13.2% | +4.2% |
| YTD | +8.7% | -13.2% | +21.9% | +12.3% |
| 1Y | +11.0% | +1.8% | +9.1% | +9.3% |
| 3Y | +75.5% | +58.0% | +17.5% | +47.6% |
| 5Y | +68.4% | -8.4% | +76.8% | +60.4% |
| 10Y | +315.7% | +195.3% | +120.4% | +160.2% |
| All | +409.7% | +98.1% | +311.7% | +245.6% |
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