-79.4%
ALDX vs VOO
+404.1%
-483.5%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.7% |
| 3M | -15.9% | +2.0% | -17.9% | -17.8% |
| 6M | -71.5% | +13.0% | -84.5% | -75.8% |
| YTD | -71.4% | +13.6% | -85.0% | -75.9% |
| 1Y | -73.2% | +20.1% | -93.3% | -78.9% |
| 3Y | -80.4% | +77.6% | -158.0% | -89.5% |
| 5Y | -83.9% | +82.4% | -166.4% | -91.7% |
| 10Y | -72.4% | +316.8% | -389.3% | -93.4% |
| All | -79.4% | +404.1% | -483.5% | -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 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