+87.3%
ALB vs VOO
+315.3%
-228.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -2.2% |
| 7D | -8.6% | -0.4% | -8.2% | -8.2% |
| 30D | -4.0% | -1.4% | -2.7% | -2.3% |
| 3M | -17.4% | +3.7% | -21.1% | -21.5% |
| 6M | -25.4% | +13.0% | -38.4% | -37.1% |
| YTD | -10.5% | +12.4% | -23.0% | -23.7% |
| 1Y | +75.8% | +18.6% | +57.2% | +40.0% |
| 3Y | -28.5% | +78.1% | -106.6% | -65.6% |
| 5Y | -45.1% | +82.3% | -127.4% | -73.6% |
| 10Y | +87.3% | +322.5% | -235.2% | -67.4% |
| All | +87.3% | +315.3% | -228.0% | -67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling