+171.3%
ALX vs VOO
+806.9%
-635.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.5% |
| 7D | +1.2% | -0.9% | +2.1% | +1.8% |
| 30D | +4.4% | -2.3% | +6.8% | +6.0% |
| 3M | -6.7% | -1.2% | -5.6% | -6.2% |
| 6M | +8.7% | +3.3% | +5.3% | +5.6% |
| YTD | +22.6% | +12.3% | +10.3% | +11.7% |
| 1Y | +18.9% | +12.5% | +6.4% | +8.1% |
| 3Y | +64.1% | +79.2% | -15.1% | +4.0% |
| 5Y | +35.3% | +75.7% | -40.4% | -14.1% |
| 10Y | +14.6% | +313.7% | -299.0% | -68.0% |
| All | +171.3% | +806.9% | -635.6% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling