+277.7%
ALSN vs VOO
+82.3%
+195.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | 0.0% |
| 7D | +6.4% | +0.5% | +5.9% | +5.9% |
| 30D | +10.1% | -0.9% | +11.0% | +10.9% |
| 3M | +13.3% | +3.9% | +9.4% | +9.7% |
| 6M | +12.5% | +14.5% | -2.1% | +0.3% |
| YTD | +34.3% | +13.0% | +21.4% | +21.2% |
| 1Y | +46.6% | +19.4% | +27.2% | +26.2% |
| 3Y | +127.0% | +78.9% | +48.2% | +45.1% |
| 5Y | +277.7% | +82.3% | +195.4% | +127.4% |
| All | +277.7% | +82.3% | +195.4% | +127.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling