+317.9%
VTV vs ALLY
+124.8%
+193.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.6% | -0.3% |
| 7D | +0.5% | +3.7% | -3.2% | -0.5% |
| 30D | +1.1% | -2.3% | +3.4% | +1.7% |
| 3M | +5.9% | +3.8% | +2.1% | +4.5% |
| 6M | +11.6% | +9.7% | +1.9% | +8.1% |
| YTD | +19.8% | -1.4% | +21.2% | +19.4% |
| 1Y | +26.2% | +8.2% | +18.0% | +22.0% |
| 3Y | +68.5% | +66.5% | +2.0% | +39.0% |
| 5Y | +79.9% | +1.2% | +78.7% | +65.9% |
| 10Y | +229.7% | +191.4% | +38.3% | +101.4% |
| All | +317.9% | +124.8% | +193.1% | +165.3% |
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