-85.5%
ALEC vs VOO
+215.8%
-301.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +2.0% |
| 7D | +15.4% | -0.9% | +16.3% | +17.4% |
| 30D | +26.4% | -2.3% | +28.8% | +31.9% |
| 3M | +25.8% | -1.2% | +27.0% | +28.7% |
| 6M | +28.3% | +3.3% | +25.0% | +23.0% |
| YTD | +68.6% | +12.3% | +56.3% | +43.5% |
| 1Y | +93.4% | +12.5% | +80.9% | +64.6% |
| 3Y | -41.6% | +79.2% | -120.7% | -73.3% |
| 5Y | -88.4% | +75.7% | -164.1% | -94.4% |
| All | -85.5% | +215.8% | -301.3% | -97.3% |
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