+236.0%
ALKS vs VOO
+817.1%
-581.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.3% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -7.1% | +0.1% | -7.1% | -7.1% |
| 3M | +6.3% | +2.0% | +4.3% | +3.9% |
| 6M | +57.4% | +13.0% | +44.4% | +39.7% |
| YTD | +64.8% | +13.6% | +51.2% | +45.5% |
| 1Y | +59.4% | +20.1% | +39.3% | +33.3% |
| 3Y | +57.5% | +77.6% | -20.1% | -11.5% |
| 5Y | +54.4% | +82.4% | -28.1% | -17.8% |
| 10Y | +2.2% | +316.8% | -314.7% | -80.2% |
| All | +236.0% | +817.1% | -581.1% | -70.7% |
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 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