-73.8%
ALDX vs VOO
+78.5%
-152.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.8% |
| 7D | +1.6% | +2.6% | -1.0% | -2.1% |
| 30D | -18.5% | -2.0% | -16.5% | -15.8% |
| 3M | -55.3% | -2.8% | -52.5% | -53.4% |
| 6M | -62.1% | +2.2% | -64.3% | -63.2% |
| YTD | -87.6% | +11.5% | -99.1% | -89.4% |
| 1Y | -87.2% | +13.5% | -100.7% | -89.4% |
| 3Y | -73.8% | +78.1% | -151.9% | -84.4% |
| All | -73.8% | +78.5% | -152.3% | -84.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling