-42.5%
ALB vs VOO
+82.3%
-124.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.5% |
| 7D | -4.4% | +0.5% | -4.9% | -5.3% |
| 30D | -1.2% | -0.9% | -0.2% | +0.2% |
| 3M | -13.3% | +3.9% | -17.2% | -18.5% |
| 6M | -19.8% | +14.5% | -34.3% | -35.5% |
| YTD | -7.9% | +13.0% | -20.9% | -24.0% |
| 1Y | +60.2% | +19.4% | +40.7% | +21.5% |
| 3Y | -26.4% | +78.9% | -105.3% | -69.0% |
| 5Y | -42.5% | +82.3% | -124.8% | -75.0% |
| All | -42.5% | +82.3% | -124.9% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling