+270.3%
ALLE vs VOO
+431.5%
-161.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.4% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -6.8% | +0.1% | -6.9% | -6.9% |
| 3M | +21.0% | +2.0% | +19.0% | +18.4% |
| 6M | +1.1% | +13.0% | -11.9% | -10.6% |
| YTD | -0.5% | +13.6% | -14.1% | -12.6% |
| 1Y | -7.3% | +20.1% | -27.3% | -23.0% |
| 3Y | +42.3% | +77.6% | -35.3% | -21.4% |
| 5Y | +13.5% | +82.4% | -69.0% | -39.0% |
| 10Y | +144.0% | +316.8% | -172.8% | -44.3% |
| All | +270.3% | +431.5% | -161.2% | -34.8% |
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