+181.4%
ALX vs VOO
+817.1%
-635.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | -2.9% | +0.1% | -3.0% | -3.0% |
| 30D | -3.8% | +0.1% | -3.8% | -3.8% |
| 3M | +4.2% | +2.0% | +2.2% | +2.5% |
| 6M | +15.0% | +13.0% | +2.0% | +4.8% |
| YTD | +27.1% | +13.6% | +13.5% | +15.2% |
| 1Y | +22.8% | +20.1% | +2.7% | +6.7% |
| 3Y | +73.5% | +77.6% | -4.1% | +11.1% |
| 5Y | +51.4% | +82.4% | -31.1% | -6.6% |
| 10Y | +18.4% | +316.8% | -298.4% | -67.0% |
| All | +181.4% | +817.1% | -635.7% | -75.3% |
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 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