+3,082.3%
ALM vs VOO
+315.3%
+2,767.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -3.9% |
| 7D | +3.6% | -0.4% | +4.0% | +3.8% |
| 30D | +33.8% | -1.4% | +35.2% | +34.7% |
| 3M | +14.8% | +3.7% | +11.1% | +13.2% |
| 6M | -7.0% | +13.0% | -20.0% | -10.9% |
| YTD | +108.1% | +12.4% | +95.6% | +99.8% |
| 1Y | +313.8% | +18.6% | +295.2% | +290.4% |
| 3Y | +2,227.6% | +78.1% | +2,149.6% | +1,826.7% |
| 5Y | +956.6% | +82.3% | +874.4% | +762.2% |
| 10Y | +3,082.3% | +322.5% | +2,759.8% | +2,014.6% |
| All | +3,082.3% | +315.3% | +2,767.0% | +2,014.6% |
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