-86.3%
ALEC vs VOO
+217.6%
-303.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.2% |
| 7D | +2.9% | +0.5% | +2.4% | +2.0% |
| 30D | +38.8% | -0.9% | +39.7% | +40.3% |
| 3M | +50.6% | +3.9% | +46.7% | +41.6% |
| 6M | +23.5% | +14.5% | +9.0% | +1.0% |
| YTD | +58.3% | +13.0% | +45.4% | +32.7% |
| 1Y | -10.5% | +19.4% | -29.9% | -30.1% |
| 3Y | -56.7% | +78.9% | -135.5% | -80.3% |
| 5Y | -88.6% | +82.3% | -170.9% | -94.8% |
| All | -86.3% | +217.6% | -303.9% | -97.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling