+41.8%
ALM vs VOO
+14.7%
+27.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.5% | -3.9% |
| 7D | -6.4% | -0.7% | -5.7% | -4.1% |
| 30D | -35.0% | -1.1% | -33.9% | -32.5% |
| 3M | -33.8% | -0.3% | -33.5% | -32.6% |
| 6M | -55.0% | +7.4% | -62.4% | -61.8% |
| YTD | -0.2% | +13.4% | -13.6% | -27.3% |
| 1Y | +41.8% | +14.8% | +27.0% | 0.0% |
| All | +41.8% | +14.7% | +27.1% | 0.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling