+132.0%
VTR vs ALLY
+60.4%
+71.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.2% | +1.1% |
| 7D | +3.8% | -0.7% | +4.5% | +3.8% |
| 30D | +10.1% | +1.1% | +9.0% | +10.0% |
| 3M | -1.2% | -13.2% | +12.0% | -0.1% |
| 6M | +4.8% | -13.5% | +18.2% | +5.8% |
| YTD | +18.9% | -14.3% | +33.2% | +20.1% |
| 1Y | +21.8% | -1.1% | +23.0% | +21.0% |
| 3Y | +132.0% | +62.0% | +70.0% | +90.6% |
| All | +132.0% | +60.4% | +71.6% | +90.6% |
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 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