+187.3%
ALB vs VOO
+803.9%
-616.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -0.7% |
| 7D | -3.6% | +3.3% | -6.8% | -7.8% |
| 30D | -2.9% | -2.7% | -0.2% | +0.3% |
| 3M | -25.8% | -1.7% | -24.1% | -24.4% |
| 6M | -53.6% | +3.1% | -56.7% | -55.7% |
| YTD | -32.4% | +11.9% | -44.3% | -42.3% |
| 1Y | -13.0% | +12.1% | -25.1% | -25.9% |
| 3Y | -15.0% | +78.6% | -93.6% | -59.9% |
| 5Y | -63.5% | +73.8% | -137.3% | -81.7% |
| 10Y | +34.7% | +312.3% | -277.6% | -77.9% |
| All | +187.3% | +803.9% | -616.6% | -84.9% |
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