+21.2%
VZ vs ALLY
-9.3%
+30.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.8% | +0.7% |
| 7D | +2.4% | -0.7% | +3.0% | +2.4% |
| 30D | +11.2% | +1.1% | +10.0% | +11.1% |
| 3M | 0.0% | -13.2% | +13.2% | +0.9% |
| 6M | +1.3% | -13.5% | +14.8% | +2.2% |
| YTD | +21.3% | -14.3% | +35.6% | +22.4% |
| 1Y | +23.9% | -1.1% | +25.1% | +23.5% |
| 3Y | +57.7% | +62.0% | -4.3% | +45.7% |
| 5Y | +21.2% | -9.6% | +30.9% | +17.0% |
| All | +21.2% | -9.3% | +30.5% | +17.0% |
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