-52.3%
ALKT vs VOO
+99.4%
-151.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.8% | +6.8% | +6.5% |
| 7D | +4.2% | -0.8% | +4.9% | +5.3% |
| 30D | +1.5% | -1.1% | +2.6% | +3.1% |
| 3M | +37.6% | +3.9% | +33.7% | +30.3% |
| 6M | +10.4% | +13.6% | -3.2% | -8.1% |
| YTD | -11.1% | +12.7% | -23.8% | -24.9% |
| 1Y | -18.9% | +17.6% | -36.5% | -35.8% |
| 3Y | +16.1% | +77.3% | -61.2% | -47.2% |
| 5Y | -27.0% | +84.1% | -111.2% | -67.3% |
| All | -52.3% | +99.4% | -151.7% | -80.2% |
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