+324.6%
VTV vs ALLY
+97.2%
+227.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +2.3% | -2.1% | +4.4% | +2.9% |
| 30D | +3.8% | +2.0% | +1.8% | +3.1% |
| 3M | +1.7% | -13.3% | +15.0% | +5.7% |
| 6M | +10.9% | -9.9% | +20.8% | +13.7% |
| YTD | +21.7% | -13.5% | +35.3% | +25.8% |
| 1Y | +23.4% | -2.8% | +26.2% | +23.1% |
| 3Y | +78.0% | +63.4% | +14.6% | +47.7% |
| 5Y | +77.4% | -10.9% | +88.3% | +69.9% |
| 10Y | +230.4% | +174.7% | +55.7% | +105.4% |
| All | +324.6% | +97.2% | +227.4% | +179.5% |
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