-15.6%
ALIS vs VOO
+17.3%
-33.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.6% | -6.9% | -5.3% |
| 7D | -5.7% | -0.7% | -5.0% | -5.6% |
| 30D | -19.0% | -1.1% | -17.9% | -18.8% |
| 3M | -17.8% | -0.3% | -17.5% | -17.7% |
| 6M | -16.9% | +7.4% | -24.2% | -16.8% |
| YTD | -15.7% | +13.4% | -29.1% | -15.7% |
| All | -15.6% | +17.3% | -33.0% | -15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling