-92.9%
ALLO vs VOO
+211.4%
-304.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | 0.0% |
| 7D | -9.6% | -0.8% | -8.9% | -8.7% |
| 30D | -14.0% | -1.1% | -12.9% | -12.7% |
| 3M | -5.3% | +3.9% | -9.2% | -10.1% |
| 6M | -32.3% | +13.6% | -46.0% | -42.4% |
| YTD | +29.9% | +12.7% | +17.2% | +12.2% |
| 1Y | +52.1% | +17.6% | +34.6% | +26.0% |
| 3Y | -56.7% | +77.3% | -134.0% | -77.8% |
| 5Y | -92.8% | +84.1% | -176.9% | -96.3% |
| All | -92.9% | +211.4% | -304.3% | -97.9% |
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