-10.1%
ALLY price history and return analytics
+59.8%
-69.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | -0.1% |
| 7D | -2.8% | -0.7% | -2.1% | -2.0% |
| 30D | +1.9% | -1.7% | +3.6% | +4.3% |
| 3M | -12.1% | -2.3% | -9.8% | -9.4% |
| 6M | -9.0% | +1.5% | -10.5% | -11.8% |
| YTD | -12.9% | +12.0% | -25.0% | -27.7% |
| 1Y | -0.1% | +12.9% | -13.0% | -17.9% |
| 3Y | +64.6% | +74.9% | -10.4% | -32.4% |
| 5Y | -10.1% | +59.9% | -70.0% | -57.3% |
| All | -10.1% | +59.8% | -69.8% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling