+1,917.9%
VRT vs ALLY
+87.1%
+1,830.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.9% | +8.7% | +9.2% |
| 7D | -10.6% | -0.2% | -10.4% | -10.7% |
| 30D | -17.4% | +3.4% | -20.9% | -18.9% |
| 3M | -26.4% | -11.1% | -15.3% | -22.8% |
| 6M | -41.0% | -11.5% | -29.5% | -38.2% |
| YTD | +23.8% | -12.3% | +36.2% | +29.7% |
| 1Y | +11.6% | +1.1% | +10.5% | +9.7% |
| 3Y | +403.5% | +64.8% | +338.7% | +291.2% |
| 5Y | +647.0% | -6.9% | +653.9% | +621.0% |
| All | +1,917.9% | +87.1% | +1,830.7% | +1,140.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling