+73.9%
VT vs ALLY
+53.4%
+20.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.5% |
| 7D | -1.6% | -1.2% | -0.4% | -1.3% |
| 30D | -2.5% | +1.0% | -3.4% | -2.8% |
| 3M | -1.3% | -13.2% | +11.9% | +2.1% |
| 6M | +3.1% | -11.2% | +14.3% | +5.8% |
| YTD | +10.9% | -13.7% | +24.7% | +14.3% |
| 1Y | +12.1% | -0.8% | +12.8% | +11.4% |
| All | +73.9% | +53.4% | +20.6% | +56.2% |
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