+440.2%
ALM vs VOO
+72.0%
+368.2%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.3% | +5.7% | +6.2% |
| 7D | +0.7% | +0.1% | +0.7% | +1.0% |
| 30D | -26.1% | -3.3% | -22.8% | -23.7% |
| 3M | -38.1% | -2.4% | -35.7% | -36.5% |
| 6M | -55.4% | +2.6% | -58.0% | -55.4% |
| YTD | -0.4% | +11.3% | -11.7% | -4.6% |
| 1Y | +25.4% | +13.4% | +11.9% | +19.1% |
| 3Y | +907.8% | +80.3% | +827.5% | +716.8% |
| 5Y | +440.2% | +72.7% | +367.5% | +321.6% |
| All | +440.2% | +72.0% | +368.2% | +321.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling