+116.6%
ALMU vs VOO
+100.4%
+16.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.7% |
| 7D | +26.3% | +3.3% | +23.1% | +19.4% |
| 30D | -22.7% | -2.7% | -20.0% | -17.7% |
| 3M | -58.0% | -1.7% | -56.3% | -56.0% |
| 6M | -72.0% | +3.1% | -75.2% | -72.5% |
| YTD | -55.9% | +11.9% | -67.8% | -61.0% |
| 1Y | -46.0% | +12.1% | -58.1% | -52.1% |
| 3Y | +191.5% | +78.6% | +113.0% | +54.6% |
| All | +116.6% | +100.4% | +16.1% | -15.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling