-8.5%
ALG vs VOO
+72.8%
-81.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.6% |
| 7D | -5.9% | -0.6% | -5.3% | -5.4% |
| 30D | -8.1% | -3.6% | -4.5% | -5.3% |
| 3M | -17.1% | -2.7% | -14.4% | -15.3% |
| 6M | -14.3% | +2.2% | -16.6% | -16.0% |
| YTD | -16.1% | +10.9% | -27.0% | -23.1% |
| 1Y | -14.8% | +11.3% | -26.2% | -22.2% |
| 3Y | -20.9% | +76.9% | -97.8% | -50.8% |
| 5Y | -8.5% | +73.5% | -82.0% | -43.1% |
| All | -8.5% | +72.8% | -81.3% | -43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling