+3,798.4%
ALM vs VOO
+477.8%
+3,320.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.3% | +5.7% | +6.6% |
| 7D | +0.7% | +0.1% | +0.7% | +1.0% |
| 30D | -26.1% | -3.3% | -22.8% | -24.2% |
| 3M | -38.1% | -2.4% | -35.7% | -36.8% |
| 6M | -55.4% | +2.6% | -58.0% | -55.4% |
| YTD | -0.4% | +11.3% | -11.7% | -4.0% |
| 1Y | +25.4% | +13.4% | +11.9% | +19.8% |
| 3Y | +907.8% | +80.3% | +827.5% | +676.1% |
| 5Y | +440.2% | +72.7% | +367.5% | +320.3% |
| 10Y | +2,031.1% | +310.0% | +1,721.1% | +739.6% |
| All | +3,798.4% | +477.8% | +3,320.7% | -96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling