-53.2%
ALVO vs VOO
+117.4%
-170.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | -2.6% | -2.0% | -0.6% | -1.5% |
| 30D | +37.9% | -1.7% | +39.6% | +39.1% |
| 3M | +26.6% | +4.7% | +21.8% | +22.8% |
| 6M | +35.1% | +12.6% | +22.5% | +25.9% |
| YTD | +2.1% | +11.8% | -9.6% | -4.5% |
| 1Y | -34.7% | +17.5% | -52.3% | -40.7% |
| 3Y | -45.0% | +77.0% | -121.9% | -58.2% |
| All | -53.2% | +117.4% | -170.6% | -63.8% |
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 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