+278.3%
ALMU vs VOO
+100.1%
+178.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.6% |
| 7D | +3.2% | -2.0% | +5.2% | +6.7% |
| 30D | -27.2% | -1.7% | -25.6% | -25.0% |
| 3M | -40.6% | +4.7% | -45.4% | -44.4% |
| 6M | -16.3% | +12.6% | -28.9% | -28.1% |
| YTD | -22.9% | +11.8% | -34.6% | -32.7% |
| 1Y | +0.3% | +17.5% | -17.2% | -17.1% |
| 3Y | +278.3% | +77.0% | +201.3% | +103.5% |
| All | +278.3% | +100.1% | +178.2% | +45.4% |
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 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