+18.0%
VTEB vs ALLY
+189.7%
-171.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -0.9% | -3.8% | +2.9% | -0.8% |
| 30D | -2.5% | -4.9% | +2.4% | -2.4% |
| 3M | -3.0% | -2.6% | -0.4% | -2.9% |
| 6M | -2.1% | +15.7% | -17.9% | -2.6% |
| YTD | -1.5% | -5.2% | +3.7% | -1.4% |
| 1Y | +0.2% | +2.8% | -2.7% | 0.0% |
| 3Y | +8.6% | +63.4% | -54.9% | +6.4% |
| 5Y | +1.2% | -2.6% | +3.8% | +0.3% |
| All | +18.0% | +189.7% | -171.7% | +12.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling