+7,705.7%
ALM vs VOO
+489.7%
+7,216.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | +32.0% | +0.1% | +31.9% | +32.0% |
| 3M | -15.0% | +2.0% | -17.1% | -15.4% |
| 6M | -10.1% | +13.0% | -23.2% | -14.9% |
| YTD | +99.4% | +13.6% | +85.8% | +88.6% |
| 1Y | +316.4% | +20.1% | +296.3% | +284.2% |
| 3Y | +2,022.0% | +77.6% | +1,944.4% | +1,530.0% |
| 5Y | +941.2% | +82.4% | +858.7% | +681.4% |
| 10Y | +2,950.3% | +316.8% | +2,633.5% | +1,083.5% |
| All | +7,705.7% | +489.7% | +7,216.0% | -92.7% |
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 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