-67.0%
ALOY vs VOO
+319.0%
-386.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +4.1% | +0.1% | +4.1% | +4.3% |
| 3M | -26.5% | +2.0% | -28.5% | -26.9% |
| 6M | -61.0% | +13.0% | -74.0% | -63.0% |
| YTD | +24.8% | +13.6% | +11.2% | +18.1% |
| 1Y | +61.0% | +20.1% | +40.9% | +49.4% |
| 3Y | +274.1% | +77.6% | +196.5% | +200.5% |
| 5Y | -15.8% | +82.4% | -98.3% | -33.4% |
| 10Y | -71.0% | +316.8% | -387.8% | -77.8% |
| All | -67.0% | +319.0% | -386.0% | -72.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling