+63.4%
VSH vs ALLY
+4.2%
+59.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.8% | -8.9% | -6.9% |
| 7D | -13.6% | +2.4% | -16.0% | -14.7% |
| 30D | -30.4% | +5.6% | -35.9% | -32.4% |
| 3M | -33.3% | -11.7% | -21.6% | -28.7% |
| 6M | -15.1% | -7.0% | -8.0% | -11.6% |
| YTD | +80.2% | -10.4% | +90.7% | +93.7% |
| 1Y | +63.4% | +2.4% | +61.0% | +51.7% |
| All | +63.4% | +4.2% | +59.1% | +51.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling