+36.9%
ALV vs VOO
+72.8%
-35.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.4% |
| 7D | +1.3% | -0.6% | +1.9% | +1.8% |
| 30D | +10.2% | -3.6% | +13.8% | +14.4% |
| 3M | 0.0% | -2.7% | +2.8% | +2.9% |
| 6M | +0.9% | +2.2% | -1.3% | -1.8% |
| YTD | +4.2% | +10.9% | -6.7% | -7.2% |
| 1Y | +1.1% | +11.3% | -10.2% | -10.3% |
| 3Y | +34.9% | +76.9% | -42.1% | -30.2% |
| 5Y | +36.9% | +73.5% | -36.6% | -28.2% |
| All | +36.9% | +72.8% | -35.9% | -28.2% |
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