-3.7%
ALKS vs VOO
+325.3%
-329.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.0% |
| 7D | -0.3% | -0.8% | +0.5% | +0.3% |
| 30D | -8.6% | -1.1% | -7.5% | -7.8% |
| 3M | +2.3% | +3.9% | -1.6% | -1.0% |
| 6M | +65.5% | +13.6% | +51.9% | +49.0% |
| YTD | +64.3% | +12.7% | +51.6% | +48.9% |
| 1Y | +65.9% | +17.6% | +48.3% | +45.3% |
| 3Y | +55.7% | +77.3% | -21.6% | -3.4% |
| 5Y | +50.6% | +84.1% | -33.5% | -11.0% |
| All | -3.7% | +325.3% | -329.0% | -79.0% |
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 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