-91.2%
ALDX vs VOO
+382.5%
-473.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.6% | +2.5% |
| 7D | +13.2% | -2.7% | +15.9% | +17.3% |
| 30D | -33.9% | -5.4% | -28.5% | -28.6% |
| 3M | -60.1% | -4.1% | -56.1% | -58.0% |
| 6M | -63.6% | +0.7% | -64.3% | -63.8% |
| YTD | -87.8% | +8.7% | -96.5% | -89.1% |
| 1Y | -86.8% | +11.0% | -97.8% | -88.5% |
| 3Y | -71.8% | +75.5% | -147.3% | -84.2% |
| 5Y | -92.9% | +68.4% | -161.3% | -95.9% |
| 10Y | -88.0% | +315.7% | -403.7% | -97.0% |
| All | -91.2% | +382.5% | -473.7% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling