+144.9%
ALMS vs VOO
+19.5%
+125.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -3.7% |
| 7D | +11.7% | +0.5% | +11.2% | +11.0% |
| 30D | -61.7% | -0.9% | -60.7% | -60.5% |
| 3M | -44.3% | +3.9% | -48.2% | -46.5% |
| 6M | -60.7% | +14.5% | -75.2% | -67.2% |
| YTD | +8.4% | +13.0% | -4.5% | -7.5% |
| 1Y | +144.9% | +19.4% | +125.5% | +84.4% |
| All | +144.9% | +19.5% | +125.4% | +84.4% |
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