-93.1%
ALDX vs VOO
+72.0%
-165.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -2.6% |
| 7D | +9.1% | +0.1% | +9.0% | +9.0% |
| 30D | -30.6% | -3.3% | -27.3% | -27.2% |
| 3M | -59.0% | -2.4% | -56.6% | -57.7% |
| 6M | -63.2% | +2.6% | -65.8% | -64.3% |
| YTD | -87.7% | +11.3% | -99.0% | -89.3% |
| 1Y | -86.4% | +13.4% | -99.9% | -88.4% |
| 3Y | -73.0% | +80.3% | -153.3% | -84.2% |
| 5Y | -93.1% | +72.7% | -165.8% | -95.7% |
| All | -93.1% | +72.0% | -165.1% | -95.7% |
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