+64.8%
ALLY price history and return analytics
+74.1%
-9.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -2.4% |
| 7D | -0.2% | +0.4% | -0.6% | -0.9% |
| 30D | +3.4% | -2.6% | +6.0% | +6.8% |
| 3M | -11.1% | -3.2% | -7.8% | -7.4% |
| 6M | -11.5% | +0.9% | -12.4% | -13.2% |
| YTD | -12.3% | +11.3% | -23.6% | -25.1% |
| 1Y | +1.1% | +14.0% | -12.9% | -16.4% |
| 3Y | +64.8% | +75.8% | -11.0% | -36.1% |
| All | +64.8% | +74.1% | -9.3% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling