+6.3%
ALGM vs VOO
+77.4%
-71.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +1.0% |
| 7D | -0.8% | -0.8% | 0.0% | +1.0% |
| 30D | -14.5% | -1.1% | -13.4% | -12.1% |
| 3M | -24.3% | +3.9% | -28.2% | -29.4% |
| 6M | +9.8% | +13.6% | -3.8% | -13.9% |
| YTD | +37.6% | +12.7% | +24.9% | +9.8% |
| 1Y | +21.2% | +17.6% | +3.6% | -10.9% |
| 3Y | +6.3% | +77.3% | -71.0% | -63.0% |
| All | +6.3% | +77.4% | -71.1% | -63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling