+121.4%
ALV vs VOO
+314.4%
-193.0%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -1.1% |
| 7D | -3.4% | -0.9% | -2.5% | -2.6% |
| 30D | +9.9% | -2.3% | +12.2% | +12.5% |
| 3M | -0.1% | -1.2% | +1.1% | +1.0% |
| 6M | +2.2% | +3.3% | -1.2% | -1.9% |
| YTD | +4.6% | +12.3% | -7.8% | -8.6% |
| 1Y | +0.8% | +12.5% | -11.7% | -12.1% |
| 3Y | +35.3% | +79.2% | -43.8% | -31.8% |
| 5Y | +36.3% | +75.7% | -39.4% | -29.2% |
| 10Y | +121.4% | +313.7% | -192.3% | -57.3% |
| All | +121.4% | +314.4% | -193.0% | -57.3% |
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