-24.4%
ALOY vs VOO
+12.1%
-36.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.4% | -9.3% | -8.5% |
| 7D | -6.8% | +2.6% | -9.3% | -12.7% |
| 30D | -7.5% | -2.0% | -5.5% | -0.7% |
| 3M | -55.9% | -2.8% | -53.1% | -51.1% |
| 6M | -35.8% | +2.2% | -37.9% | -36.4% |
| YTD | -29.5% | +11.5% | -41.0% | -42.2% |
| 1Y | -24.4% | +13.5% | -37.9% | -41.7% |
| All | -24.4% | +12.1% | -36.5% | -41.7% |
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 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