+325.5%
VTV vs ALLY
+98.8%
+226.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | +2.9% | +0.4% | +2.5% | +2.8% |
| 30D | +3.8% | +5.2% | -1.5% | +2.2% |
| 3M | +1.6% | -13.3% | +14.9% | +5.6% |
| 6M | +11.2% | -6.7% | +17.9% | +12.9% |
| YTD | +22.0% | -12.8% | +34.8% | +25.7% |
| 1Y | +24.9% | +0.7% | +24.2% | +23.3% |
| 3Y | +78.5% | +65.2% | +13.3% | +47.6% |
| 5Y | +77.8% | -10.1% | +87.9% | +69.8% |
| 10Y | +231.1% | +177.0% | +54.1% | +105.3% |
| All | +325.5% | +98.8% | +226.7% | +179.4% |
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