+101.4%
ALV vs VOO
+325.3%
-223.9%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -1.0% |
| 7D | -3.3% | -0.8% | -2.5% | -2.4% |
| 30D | +1.0% | -1.1% | +2.0% | +2.3% |
| 3M | -5.6% | +3.9% | -9.5% | -9.7% |
| 6M | +14.2% | +13.6% | +0.6% | -1.1% |
| YTD | +4.4% | +12.7% | -8.4% | -8.9% |
| 1Y | -3.0% | +17.6% | -20.5% | -19.3% |
| 3Y | +31.5% | +77.3% | -45.8% | -32.8% |
| 5Y | +60.7% | +84.1% | -23.4% | -20.7% |
| All | +101.4% | +325.3% | -223.9% | -59.9% |
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