+93.1%
ALEC vs VOO
+12.0%
+81.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.2% | +3.5% |
| 7D | +23.4% | -0.6% | +24.0% | +25.4% |
| 30D | +21.6% | -3.6% | +25.3% | +30.0% |
| 3M | +49.7% | -2.7% | +52.4% | +57.1% |
| 6M | +20.5% | +2.2% | +18.2% | +15.5% |
| YTD | +62.2% | +10.9% | +51.3% | +32.5% |
| 1Y | +93.1% | +11.3% | +81.8% | +55.8% |
| All | +93.1% | +12.0% | +81.1% | +55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling