+60.5%
VZ vs ALLY
+191.1%
-130.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +0.1% | +3.7% | -3.6% | -0.3% |
| 30D | +7.9% | -2.3% | +10.2% | +8.1% |
| 3M | +13.6% | +3.8% | +9.8% | +13.1% |
| 6M | +1.1% | +9.7% | -8.6% | -0.1% |
| YTD | +29.3% | -1.4% | +30.7% | +29.0% |
| 1Y | +21.2% | +8.2% | +13.0% | +19.5% |
| 3Y | +75.9% | +66.5% | +9.4% | +61.5% |
| 5Y | +24.1% | +1.2% | +22.9% | +18.9% |
| All | +60.5% | +191.1% | -130.7% | +34.9% |
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