+14.5%
ALX vs VOO
+17.3%
-2.8%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -3.8% | -2.0% | -1.8% | -3.1% |
| 30D | -6.6% | -1.7% | -5.0% | -6.1% |
| 3M | -3.9% | +4.7% | -8.6% | -5.3% |
| 6M | +7.4% | +12.6% | -5.2% | +2.8% |
| YTD | +22.7% | +11.8% | +10.9% | +17.2% |
| 1Y | +14.5% | +17.5% | -3.0% | +5.6% |
| All | +14.5% | +17.3% | -2.8% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling