+1,942.8%
ALM vs VOO
+311.2%
+1,631.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.3% | -6.2% | -6.3% |
| 7D | -4.0% | +3.3% | -7.3% | -5.5% |
| 30D | -30.5% | -2.7% | -27.8% | -29.3% |
| 3M | -46.9% | -1.7% | -45.2% | -46.2% |
| 6M | -65.5% | +3.1% | -68.6% | -65.6% |
| YTD | -13.4% | +11.9% | -25.3% | -16.2% |
| 1Y | +9.8% | +12.1% | -2.3% | +6.4% |
| 3Y | +783.1% | +78.6% | +704.5% | +636.4% |
| 5Y | +378.3% | +73.8% | +304.5% | +299.1% |
| All | +1,942.8% | +311.2% | +1,631.6% | +1,574.1% |
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