+20.2%
ALC vs VOO
+196.3%
-176.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -5.3% | -0.4% | -4.9% | -5.0% |
| 30D | -7.1% | -1.4% | -5.7% | -6.1% |
| 3M | +0.8% | +3.7% | -2.9% | -2.2% |
| 6M | -16.0% | +13.0% | -29.0% | -23.9% |
| YTD | -12.7% | +12.4% | -25.2% | -20.7% |
| 1Y | -12.8% | +18.6% | -31.4% | -24.1% |
| 3Y | -15.8% | +78.1% | -93.9% | -47.1% |
| 5Y | -16.7% | +82.3% | -98.9% | -48.7% |
| All | +20.2% | +196.3% | -176.1% | -47.6% |
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