+22.4%
VZ vs ALLY
-1.7%
+24.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -1.0% |
| 7D | +2.1% | +0.9% | +1.2% | +2.2% |
| 30D | +1.4% | +3.1% | -1.7% | +1.6% |
| 3M | -1.3% | -12.6% | +11.3% | -2.4% |
| 6M | -0.5% | -12.4% | +11.9% | -1.3% |
| YTD | +19.6% | -13.2% | +32.8% | +19.7% |
| 1Y | +22.4% | +1.8% | +20.6% | +22.1% |
| All | +22.4% | -1.7% | +24.1% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling