+198.8%
ALMU vs VOO
+78.4%
+120.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.5% | +2.5% |
| 7D | -0.7% | +0.1% | -0.7% | +0.4% |
| 30D | -34.5% | -3.3% | -31.2% | -29.1% |
| 3M | -59.2% | -2.4% | -56.8% | -56.5% |
| 6M | -69.4% | +2.6% | -72.0% | -69.6% |
| YTD | -56.5% | +11.3% | -67.8% | -61.2% |
| 1Y | -49.2% | +13.4% | -62.7% | -55.6% |
| 3Y | +198.8% | +80.3% | +118.5% | +57.4% |
| All | +198.8% | +78.4% | +120.4% | +57.4% |
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 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