+25.3%
VTV vs ALLY
+4.3%
+21.0%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.1% |
| 7D | -0.7% | -1.9% | +1.3% | -0.3% |
| 30D | -0.5% | -4.5% | +4.0% | +0.3% |
| 3M | +5.3% | -2.8% | +8.1% | +5.7% |
| 6M | +12.9% | +10.3% | +2.5% | +10.3% |
| YTD | +18.5% | -5.7% | +24.2% | +19.4% |
| 1Y | +25.3% | +3.9% | +21.3% | +22.7% |
| All | +25.3% | +4.3% | +21.0% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling