+281.2%
ALB vs VOO
+817.1%
-535.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.1% | -3.9% |
| 7D | -8.1% | +0.1% | -8.2% | -8.3% |
| 30D | +6.3% | +0.1% | +6.2% | +6.1% |
| 3M | -23.6% | +2.0% | -25.6% | -25.7% |
| 6M | -24.6% | +13.0% | -37.6% | -36.5% |
| YTD | -10.3% | +13.6% | -23.9% | -24.6% |
| 1Y | +61.5% | +20.1% | +41.4% | +26.2% |
| 3Y | -34.0% | +77.6% | -111.5% | -68.4% |
| 5Y | -44.6% | +82.4% | -127.0% | -73.7% |
| 10Y | +76.1% | +316.8% | -240.7% | -71.3% |
| All | +281.2% | +817.1% | -535.9% | -80.3% |
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