+27.3%
ALC vs VOO
+196.0%
-168.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.4% | -3.1% |
| 7D | -6.3% | -0.9% | -5.4% | -5.8% |
| 30D | +12.6% | -2.3% | +14.9% | +14.4% |
| 3M | -3.8% | -1.2% | -2.7% | -3.3% |
| 6M | +16.8% | +3.3% | +13.5% | +13.2% |
| YTD | -7.6% | +12.3% | -19.9% | -16.2% |
| 1Y | -5.9% | +12.5% | -18.4% | -14.8% |
| 3Y | +0.6% | +79.2% | -78.6% | -37.3% |
| 5Y | -9.5% | +75.7% | -85.1% | -43.0% |
| All | +27.3% | +196.0% | -168.8% | -44.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling