+112.0%
VSH vs ALLY
+9.5%
+102.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.1% | +4.3% |
| 7D | +4.1% | +3.7% | +0.4% | +2.1% |
| 30D | -4.2% | -2.3% | -1.9% | -3.1% |
| 3M | -50.0% | +3.8% | -53.8% | -50.7% |
| 6M | +80.2% | +9.7% | +70.5% | +69.9% |
| YTD | +121.1% | -1.4% | +122.5% | +122.7% |
| 1Y | +112.0% | +8.2% | +103.8% | +95.9% |
| All | +112.0% | +9.5% | +102.5% | +95.9% |
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