-26.4%
ALB vs VOO
+79.1%
-105.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.6% |
| 7D | -4.4% | +0.5% | -4.9% | -5.4% |
| 30D | -1.2% | -0.9% | -0.2% | +0.3% |
| 3M | -13.3% | +3.9% | -17.2% | -19.1% |
| 6M | -19.8% | +14.5% | -34.3% | -37.1% |
| YTD | -7.9% | +13.0% | -20.9% | -25.7% |
| 1Y | +60.2% | +19.4% | +40.7% | +17.1% |
| 3Y | -26.4% | +78.9% | -105.3% | -76.0% |
| All | -26.4% | +79.1% | -105.6% | -76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling