+549.8%
ALRS vs VOO
+817.1%
-267.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.4% |
| 7D | +2.0% | +0.1% | +1.9% | +2.0% |
| 30D | +0.1% | +0.1% | 0.0% | 0.0% |
| 3M | +18.5% | +2.0% | +16.5% | +17.5% |
| 6M | +38.2% | +13.0% | +25.2% | +31.3% |
| YTD | +52.5% | +13.6% | +38.9% | +44.6% |
| 1Y | +53.4% | +20.1% | +33.4% | +42.2% |
| 3Y | +87.8% | +77.6% | +10.2% | +51.2% |
| 5Y | +40.7% | +82.4% | -41.7% | +11.5% |
| 10Y | +161.8% | +316.8% | -155.1% | +94.9% |
| All | +549.8% | +817.1% | -267.3% | +506.1% |
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 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