-71.6%
ALOY vs VOO
+315.3%
-386.9%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.2% |
| 7D | -6.6% | -0.4% | -6.2% | -6.4% |
| 30D | -26.5% | -1.4% | -25.2% | -25.8% |
| 3M | -23.9% | +3.7% | -27.6% | -25.0% |
| 6M | -38.8% | +13.0% | -51.8% | -42.0% |
| YTD | +17.9% | +12.4% | +5.4% | +12.1% |
| 1Y | +42.9% | +18.6% | +24.3% | +33.4% |
| 3Y | +220.1% | +78.1% | +142.1% | +156.3% |
| 5Y | -51.8% | +82.3% | -134.1% | -61.9% |
| 10Y | -71.6% | +322.5% | -394.1% | -79.7% |
| All | -71.6% | +315.3% | -386.9% | -79.7% |
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