+142.3%
VXUS vs ALLY
+201.0%
-58.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.6% |
| 7D | +0.8% | -0.2% | +1.0% | +0.8% |
| 30D | -1.9% | +3.4% | -5.3% | -2.8% |
| 3M | -4.4% | -11.1% | +6.7% | -1.6% |
| 6M | -2.0% | -11.5% | +9.5% | +0.9% |
| YTD | +11.1% | -12.3% | +23.5% | +14.2% |
| 1Y | +15.1% | +1.1% | +13.9% | +13.8% |
| 3Y | +70.4% | +64.8% | +5.6% | +43.6% |
| 5Y | +47.2% | -6.9% | +54.0% | +40.1% |
| 10Y | +142.3% | +194.9% | -52.7% | +71.5% |
| All | +142.3% | +201.0% | -58.7% | +71.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling