+373.4%
VST vs ALLY
+63.1%
+310.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +8.9% | +3.7% | +5.2% | +7.3% |
| 30D | +6.2% | -2.3% | +8.5% | +7.2% |
| 3M | -2.7% | +3.8% | -6.6% | -4.4% |
| 6M | -8.4% | +9.7% | -18.1% | -12.5% |
| YTD | -7.2% | -1.4% | -5.8% | -7.5% |
| 1Y | -20.9% | +8.2% | -29.1% | -24.7% |
| All | +373.4% | +63.1% | +310.3% | +299.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling