+280.3%
ALMU vs VOO
+79.1%
+201.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +3.8% |
| 7D | +6.8% | +0.5% | +6.3% | +5.8% |
| 30D | -27.3% | -0.9% | -26.3% | -26.1% |
| 3M | -45.7% | +3.9% | -49.5% | -48.4% |
| 6M | -11.4% | +14.5% | -25.9% | -25.3% |
| YTD | -22.5% | +13.0% | -35.4% | -33.1% |
| 1Y | -24.8% | +19.4% | -44.2% | -38.7% |
| 3Y | +280.3% | +78.9% | +201.4% | +179.0% |
| All | +280.3% | +79.1% | +201.2% | +179.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling