-54.2%
ALKT vs VOO
+101.0%
-155.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.5% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | +4.7% | +0.1% | +4.6% | +4.6% |
| 3M | +21.7% | +2.0% | +19.7% | +18.0% |
| 6M | +19.4% | +13.0% | +6.4% | 0.0% |
| YTD | -14.7% | +13.6% | -28.2% | -28.7% |
| 1Y | -21.3% | +20.1% | -41.4% | -39.5% |
| 3Y | +8.4% | +77.6% | -69.2% | -50.9% |
| 5Y | -34.3% | +82.4% | -116.7% | -70.3% |
| All | -54.2% | +101.0% | -155.2% | -81.2% |
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 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