+62.0%
ALGN vs VOO
+325.3%
-263.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -1.2% |
| 7D | -4.9% | -0.8% | -4.2% | -3.8% |
| 30D | -13.3% | -1.1% | -12.3% | -11.8% |
| 3M | -14.6% | +3.9% | -18.4% | -19.6% |
| 6M | -13.7% | +13.6% | -27.4% | -28.9% |
| YTD | -3.4% | +12.7% | -16.1% | -19.2% |
| 1Y | +11.0% | +17.6% | -6.6% | -13.0% |
| 3Y | -55.0% | +77.3% | -132.3% | -81.0% |
| 5Y | -79.1% | +84.1% | -163.2% | -91.3% |
| All | +62.0% | +325.3% | -263.3% | -78.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling