+160.3%
ALRS vs VOO
+325.3%
-165.0%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.5% |
| 7D | -1.5% | -0.8% | -0.8% | -1.1% |
| 30D | -1.7% | -1.1% | -0.6% | -1.0% |
| 3M | +12.2% | +3.9% | +8.3% | +9.4% |
| 6M | +42.8% | +13.6% | +29.1% | +31.4% |
| YTD | +50.1% | +12.7% | +37.4% | +39.0% |
| 1Y | +51.0% | +17.6% | +33.4% | +36.0% |
| 3Y | +101.6% | +77.3% | +24.3% | +42.5% |
| 5Y | +42.2% | +84.1% | -41.9% | -2.2% |
| All | +160.3% | +325.3% | -165.0% | +46.9% |
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