+254.9%
ALOY vs VOO
+78.8%
+176.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.0% | -8.8% |
| 7D | +2.6% | -0.6% | +3.2% | +4.7% |
| 30D | -15.2% | -3.6% | -11.5% | -9.3% |
| 3M | -52.2% | -2.7% | -49.4% | -49.2% |
| 6M | -37.2% | +2.2% | -39.5% | -37.1% |
| YTD | -23.3% | +10.9% | -34.2% | -29.8% |
| 1Y | -12.8% | +11.3% | -24.1% | -20.3% |
| 3Y | +254.9% | +76.9% | +177.9% | +256.5% |
| All | +254.9% | +78.8% | +176.1% | +256.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling