+289.6%
VTI vs ALLY
+174.3%
+115.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | +2.5% | +0.4% | +2.2% | +2.4% |
| 30D | -1.5% | +5.2% | -6.8% | -3.1% |
| 3M | -3.2% | -13.3% | +10.1% | +0.9% |
| 6M | +2.3% | -6.7% | +9.0% | +4.1% |
| YTD | +11.6% | -12.8% | +24.5% | +15.4% |
| 1Y | +13.8% | +0.7% | +13.1% | +12.4% |
| 3Y | +77.4% | +65.2% | +12.2% | +45.8% |
| 5Y | +64.6% | -10.1% | +74.7% | +57.7% |
| All | +289.6% | +174.3% | +115.3% | +156.0% |
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