+65.5%
VZ vs ALLY
+201.0%
-135.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | +2.2% | -0.2% | +2.4% | +2.3% |
| 30D | +10.6% | +3.4% | +7.1% | +10.2% |
| 3M | -0.6% | -11.1% | +10.4% | +0.5% |
| 6M | +0.7% | -11.5% | +12.2% | +1.9% |
| YTD | +20.6% | -12.3% | +32.9% | +21.8% |
| 1Y | +22.7% | +1.1% | +21.6% | +21.9% |
| 3Y | +57.2% | +64.8% | -7.6% | +44.2% |
| 5Y | +21.4% | -6.9% | +28.2% | +17.3% |
| 10Y | +65.5% | +194.9% | -129.5% | +47.4% |
| All | +65.5% | +201.0% | -135.5% | +47.4% |
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 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