+51.1%
ALKS vs VOO
+80.3%
-29.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | -1.6% | -2.0% | +0.3% | -0.4% |
| 30D | -6.3% | -1.7% | -4.6% | -5.3% |
| 3M | +5.2% | +4.7% | +0.4% | +2.0% |
| 6M | +66.2% | +12.6% | +53.7% | +54.0% |
| YTD | +64.8% | +11.8% | +53.0% | +53.3% |
| 1Y | +71.2% | +17.5% | +53.7% | +54.6% |
| 3Y | +59.8% | +77.0% | -17.2% | +13.4% |
| 5Y | +51.1% | +82.6% | -31.5% | +5.1% |
| All | +51.1% | +80.3% | -29.2% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling