+60.4%
VT vs ALLY
-6.3%
+66.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | +0.7% |
| 7D | -0.3% | +2.4% | -2.7% | -1.0% |
| 30D | -1.4% | +5.6% | -7.0% | -2.9% |
| 3M | -1.4% | -11.7% | +10.3% | +1.8% |
| 6M | +5.5% | -7.0% | +12.5% | +7.2% |
| YTD | +12.8% | -10.4% | +23.3% | +15.4% |
| 1Y | +15.4% | +2.4% | +13.1% | +13.7% |
| 3Y | +76.9% | +59.2% | +17.6% | +49.5% |
| 5Y | +60.4% | -5.0% | +65.4% | +56.8% |
| All | +60.4% | -6.3% | +66.7% | +56.8% |
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 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