-11.3%
ALOY vs VOO
+12.2%
-23.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.3% | +5.8% | +3.3% |
| 7D | -0.2% | -0.9% | +0.8% | +3.5% |
| 30D | -3.3% | -2.3% | -1.0% | +4.7% |
| 3M | -47.8% | -1.2% | -46.7% | -44.9% |
| 6M | -29.0% | +3.3% | -32.3% | -31.9% |
| YTD | -17.9% | +12.3% | -30.2% | -33.4% |
| All | -11.3% | +12.2% | -23.5% | -28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling