-14.9%
ALB vs VOO
+78.8%
-93.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.7% |
| 7D | +5.3% | -0.6% | +5.8% | +5.5% |
| 30D | -6.3% | -3.6% | -2.6% | -0.9% |
| 3M | -27.4% | -2.7% | -24.7% | -24.5% |
| 6M | -53.1% | +2.2% | -55.3% | -55.3% |
| YTD | -32.3% | +10.9% | -43.2% | -44.0% |
| 1Y | -7.3% | +11.3% | -18.6% | -23.9% |
| 3Y | -14.9% | +76.9% | -91.8% | -81.0% |
| All | -14.9% | +78.8% | -93.7% | -81.0% |
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