+2,327.9%
ALM vs VOO
+79.1%
+2,248.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.6% | +9.4% | +9.5% |
| 7D | +8.4% | +0.5% | +7.9% | +7.7% |
| 30D | +34.8% | -0.9% | +35.8% | +36.2% |
| 3M | +16.2% | +3.9% | +12.3% | +11.9% |
| 6M | +2.1% | +14.5% | -12.4% | -9.1% |
| YTD | +117.0% | +13.0% | +104.1% | +95.5% |
| 1Y | +313.9% | +19.4% | +294.4% | +259.8% |
| 3Y | +2,327.9% | +78.9% | +2,249.1% | +2,027.7% |
| All | +2,327.9% | +79.1% | +2,248.8% | +2,027.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling