+89.7%
VZ vs ALLY
+101.5%
-11.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | 0.0% |
| 7D | +5.6% | -1.1% | +6.8% | +5.7% |
| 30D | +1.9% | +4.2% | -2.3% | +1.4% |
| 3M | +0.8% | -12.4% | +13.2% | +2.2% |
| 6M | +0.6% | -8.7% | +9.3% | +1.4% |
| YTD | +20.8% | -11.6% | +32.4% | +21.9% |
| 1Y | +23.9% | +0.2% | +23.8% | +23.2% |
| 3Y | +55.7% | +57.1% | -1.4% | +43.7% |
| 5Y | +21.5% | -6.8% | +28.4% | +17.4% |
| 10Y | +68.5% | +200.4% | -131.9% | +34.0% |
| All | +89.7% | +101.5% | -11.8% | +56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling