-83.9%
ALDX vs VOO
+82.6%
-166.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -0.3% | +0.1% | -0.4% | -0.5% |
| 30D | -7.5% | +0.1% | -7.6% | -7.6% |
| 3M | -15.9% | +2.0% | -17.9% | -17.8% |
| 6M | -71.5% | +13.0% | -84.5% | -75.6% |
| YTD | -71.4% | +13.6% | -85.0% | -75.7% |
| 1Y | -73.2% | +20.1% | -93.3% | -78.7% |
| 3Y | -80.4% | +77.6% | -158.0% | -88.6% |
| All | -83.9% | +82.6% | -166.5% | -90.5% |
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