+48.1%
VXUS vs ALLY
-8.7%
+56.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.6% | +0.6% |
| 7D | -0.5% | -2.8% | +2.2% | +0.1% |
| 30D | -1.2% | +1.9% | -3.1% | -1.7% |
| 3M | -3.8% | -12.1% | +8.3% | -1.0% |
| 6M | -1.7% | -9.0% | +7.3% | +0.3% |
| YTD | +11.4% | -12.9% | +24.3% | +14.4% |
| 1Y | +13.3% | -0.1% | +13.4% | +12.6% |
| 3Y | +70.0% | +64.6% | +5.4% | +45.3% |
| 5Y | +48.1% | -10.1% | +58.2% | +48.4% |
| All | +48.1% | -8.7% | +56.8% | +48.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling