+390.6%
VTI vs ALLY
+99.9%
+290.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.5% | +2.2% |
| 7D | +0.2% | -0.2% | +0.5% | +0.3% |
| 30D | -2.9% | +3.4% | -6.3% | -3.9% |
| 3M | -2.6% | -11.1% | +8.5% | +0.7% |
| 6M | +2.8% | -11.5% | +14.3% | +6.2% |
| YTD | +11.6% | -12.3% | +23.9% | +15.1% |
| 1Y | +13.6% | +1.1% | +12.5% | +12.1% |
| 3Y | +79.9% | +64.8% | +15.1% | +48.5% |
| 5Y | +64.3% | -6.9% | +71.1% | +55.7% |
| 10Y | +291.9% | +194.9% | +96.9% | +141.9% |
| All | +390.6% | +99.9% | +290.7% | +228.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling