-50.8%
ALMS vs VOO
+41.3%
-92.1%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.3% | +6.3% | +6.1% |
| 7D | +2.7% | +0.1% | +2.6% | +3.1% |
| 30D | -8.5% | -3.3% | -5.2% | -4.8% |
| 3M | -76.3% | -2.4% | -73.9% | -75.3% |
| 6M | -72.3% | +2.6% | -74.9% | -72.4% |
| YTD | -32.9% | +11.3% | -44.2% | -37.4% |
| 1Y | +38.8% | +13.4% | +25.3% | +28.0% |
| All | -50.8% | +41.3% | -92.1% | -61.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling