+141.3%
ALMS vs VOO
+20.9%
+120.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.6% |
| 7D | -50.4% | +0.1% | -50.5% | -49.8% |
| 30D | -59.1% | +0.1% | -59.1% | -58.5% |
| 3M | -45.6% | +2.0% | -47.6% | -46.2% |
| 6M | -61.6% | +13.0% | -74.6% | -67.4% |
| YTD | +13.7% | +13.6% | +0.1% | -4.0% |
| 1Y | +141.3% | +20.1% | +121.2% | +79.9% |
| All | +141.3% | +20.9% | +120.4% | +79.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling