+87.1%
ALMU vs VOO
+99.7%
-12.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.4% | -13.2% | -12.9% |
| 7D | -6.3% | +2.6% | -8.9% | -10.3% |
| 30D | -28.2% | -2.0% | -26.2% | -24.4% |
| 3M | -62.8% | -2.8% | -60.0% | -60.2% |
| 6M | -79.2% | +2.2% | -81.4% | -79.2% |
| YTD | -61.9% | +11.5% | -73.4% | -66.0% |
| 1Y | -51.2% | +13.5% | -64.6% | -57.2% |
| 3Y | +191.4% | +78.1% | +113.3% | +55.5% |
| All | +87.1% | +99.7% | -12.5% | -26.5% |
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