-16.8%
AALG vs VOO
+14.7%
-31.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | +1.6% | +10.6% | +6.1% |
| 7D | +15.8% | -0.7% | +16.5% | +19.1% |
| 30D | +9.4% | -1.1% | +10.5% | +14.6% |
| 3M | -37.0% | -0.3% | -36.6% | -35.3% |
| 6M | +12.0% | +7.4% | +4.7% | -11.3% |
| YTD | -41.1% | +13.4% | -54.5% | -60.8% |
| 1Y | -16.8% | +14.8% | -31.6% | -46.5% |
| All | -16.8% | +14.7% | -31.5% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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