+386.3%
ALSN vs VOO
+314.4%
+71.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +2.5% |
| 7D | +7.9% | -0.9% | +8.9% | +8.9% |
| 30D | +16.7% | -2.3% | +19.1% | +19.2% |
| 3M | +4.3% | -1.2% | +5.5% | +5.4% |
| 6M | +5.6% | +3.3% | +2.3% | +2.8% |
| YTD | +33.8% | +12.3% | +21.5% | +21.4% |
| 1Y | +60.4% | +12.5% | +47.9% | +45.2% |
| 3Y | +152.6% | +79.2% | +73.4% | +56.1% |
| 5Y | +286.9% | +75.7% | +211.2% | +140.4% |
| 10Y | +386.3% | +313.7% | +72.6% | +31.8% |
| All | +386.3% | +314.4% | +71.9% | +31.8% |
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