-16.2%
ALC vs VOO
+82.3%
-98.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.5% |
| 7D | -3.7% | +0.5% | -4.2% | -4.1% |
| 30D | -3.7% | -0.9% | -2.8% | -3.0% |
| 3M | +4.6% | +3.9% | +0.7% | +1.1% |
| 6M | -14.6% | +14.5% | -29.1% | -24.1% |
| YTD | -11.9% | +13.0% | -24.8% | -20.8% |
| 1Y | -13.1% | +19.4% | -32.6% | -25.6% |
| 3Y | -15.0% | +78.9% | -93.9% | -49.7% |
| 5Y | -16.2% | +82.3% | -98.5% | -50.5% |
| All | -16.2% | +82.3% | -98.5% | -50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling