+784.0%
ALGN vs VOO
+802.4%
-18.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.5% |
| 7D | -5.7% | -2.0% | -3.7% | -2.9% |
| 30D | -12.9% | -1.7% | -11.2% | -10.6% |
| 3M | -11.6% | +4.7% | -16.3% | -17.6% |
| 6M | -11.0% | +12.6% | -23.6% | -25.2% |
| YTD | -3.5% | +11.8% | -15.2% | -17.8% |
| 1Y | +13.4% | +17.5% | -4.2% | -10.4% |
| 3Y | -54.6% | +77.0% | -131.6% | -80.2% |
| 5Y | -79.1% | +82.6% | -161.7% | -90.9% |
| 10Y | +64.2% | +320.0% | -255.8% | -76.3% |
| All | +784.0% | +802.4% | -18.4% | -59.3% |
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