-82.7%
ALOY vs VOO
+309.6%
-392.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.4% | -9.3% | -9.4% |
| 7D | -6.8% | +2.6% | -9.3% | -8.0% |
| 30D | -7.5% | -2.0% | -5.5% | -5.8% |
| 3M | -55.9% | -2.8% | -53.1% | -54.8% |
| 6M | -35.8% | +2.2% | -37.9% | -35.6% |
| YTD | -29.5% | +11.5% | -41.0% | -32.0% |
| 1Y | -24.4% | +13.5% | -37.9% | -27.6% |
| 3Y | +233.3% | +78.1% | +155.2% | +169.6% |
| 5Y | -65.5% | +73.1% | -138.7% | -72.3% |
| All | -82.7% | +309.6% | -392.3% | -86.5% |
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