+221.5%
ALLE vs VOO
+317.9%
-96.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.4% | +0.6% |
| 7D | -0.6% | +0.1% | -0.7% | -0.8% |
| 30D | +26.6% | -3.3% | +29.9% | +30.4% |
| 3M | +13.2% | -2.4% | +15.6% | +15.4% |
| 6M | +42.9% | +2.6% | +40.3% | +38.7% |
| YTD | +21.0% | +11.3% | +9.8% | +8.3% |
| 1Y | +15.2% | +13.4% | +1.7% | +1.1% |
| 3Y | +95.6% | +80.3% | +15.3% | +6.6% |
| 5Y | +53.4% | +72.7% | -19.3% | -12.6% |
| 10Y | +221.5% | +310.0% | -88.5% | -29.0% |
| All | +221.5% | +317.9% | -96.4% | -29.0% |
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