+905.2%
VRT vs ALLY
+1.6%
+903.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.0% | +4.2% |
| 7D | +9.1% | +3.7% | +5.4% | +7.1% |
| 30D | +0.9% | -2.3% | +3.2% | +2.2% |
| 3M | -13.4% | +3.8% | -17.2% | -15.1% |
| 6M | +11.7% | +9.7% | +2.0% | +5.8% |
| YTD | +73.2% | -1.4% | +74.6% | +72.8% |
| 1Y | +123.4% | +8.2% | +115.2% | +110.5% |
| 3Y | +606.2% | +66.5% | +539.7% | +414.5% |
| All | +905.2% | +1.6% | +903.6% | +829.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling