+3,525.2%
ALM vs VOO
+483.2%
+3,042.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | -0.6% |
| 7D | -7.2% | -0.9% | -6.3% | -6.4% |
| 30D | -26.4% | -2.3% | -24.0% | -25.0% |
| 3M | -38.6% | -1.2% | -37.4% | -37.8% |
| 6M | -61.0% | +3.3% | -64.3% | -61.2% |
| YTD | -7.4% | +12.3% | -19.7% | -11.3% |
| 1Y | +14.0% | +12.5% | +1.5% | +9.3% |
| 3Y | +844.4% | +79.2% | +765.3% | +628.4% |
| 5Y | +410.8% | +75.7% | +335.1% | +293.6% |
| 10Y | +2,084.7% | +313.7% | +1,771.1% | +756.5% |
| All | +3,525.2% | +483.2% | +3,042.0% | -96.6% |
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 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