-72.4%
ALDX vs VOO
+314.0%
-386.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.6% | +4.8% |
| 7D | +3.4% | +0.5% | +2.8% | +2.5% |
| 30D | -0.6% | -0.9% | +0.3% | +0.5% |
| 3M | -11.5% | +3.9% | -15.4% | -16.0% |
| 6M | -67.9% | +14.5% | -82.5% | -73.6% |
| YTD | -70.3% | +13.0% | -83.2% | -75.1% |
| 1Y | -73.0% | +19.4% | -92.4% | -79.0% |
| 3Y | -78.7% | +78.9% | -157.6% | -89.3% |
| 5Y | -82.8% | +82.3% | -165.0% | -91.7% |
| 10Y | -72.4% | +314.2% | -386.6% | -94.4% |
| All | -72.4% | +314.0% | -386.4% | -94.4% |
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