+338.5%
ALLE vs VOO
+408.8%
-70.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.2% |
| 7D | -0.6% | -2.7% | +2.1% | +2.0% |
| 30D | +25.3% | -5.4% | +30.7% | +31.8% |
| 3M | +10.3% | -4.1% | +14.3% | +14.4% |
| 6M | +38.0% | +0.7% | +37.3% | +36.2% |
| YTD | +17.8% | +8.7% | +9.1% | +7.6% |
| 1Y | +13.6% | +11.0% | +2.6% | +1.7% |
| 3Y | +89.2% | +75.5% | +13.7% | +5.1% |
| 5Y | +51.1% | +68.4% | -17.3% | -12.4% |
| 10Y | +228.1% | +315.7% | -87.6% | -25.5% |
| All | +338.5% | +408.8% | -70.3% | -19.8% |
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