+187.5%
ALB vs VOO
+795.4%
-607.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.8% |
| 7D | +5.3% | -0.6% | +5.8% | +5.6% |
| 30D | -6.3% | -3.6% | -2.6% | -1.8% |
| 3M | -27.4% | -2.7% | -24.7% | -25.0% |
| 6M | -53.1% | +2.2% | -55.3% | -54.7% |
| YTD | -32.3% | +10.9% | -43.2% | -41.5% |
| 1Y | -7.3% | +11.3% | -18.6% | -20.3% |
| 3Y | -14.9% | +76.9% | -91.8% | -59.3% |
| 5Y | -62.0% | +73.5% | -135.5% | -80.8% |
| 10Y | +33.0% | +307.7% | -274.7% | -77.8% |
| All | +187.5% | +795.4% | -607.9% | -84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling