-86.4%
ALEC vs VOO
+219.4%
-305.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.4% |
| 7D | +5.1% | +0.1% | +5.0% | +4.8% |
| 30D | +65.1% | +0.1% | +65.0% | +64.4% |
| 3M | +35.9% | +2.0% | +33.9% | +31.7% |
| 6M | +14.4% | +13.0% | +1.4% | -4.5% |
| YTD | +57.7% | +13.6% | +44.1% | +31.1% |
| 1Y | -12.8% | +20.1% | -32.8% | -32.4% |
| 3Y | -55.8% | +77.6% | -133.4% | -79.7% |
| 5Y | -90.8% | +82.4% | -173.2% | -95.8% |
| All | -86.4% | +219.4% | -305.8% | -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 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