-93.9%
ALXO vs VOO
+158.3%
-252.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.5% | -7.5% | -7.4% |
| 7D | -11.5% | -0.4% | -11.2% | -11.1% |
| 30D | -10.7% | -1.4% | -9.3% | -9.1% |
| 3M | +18.7% | +3.7% | +15.0% | +13.0% |
| 6M | -13.6% | +13.0% | -26.7% | -26.3% |
| YTD | +62.8% | +12.4% | +50.4% | +39.0% |
| 1Y | +68.8% | +18.6% | +50.2% | +35.3% |
| 3Y | -62.6% | +78.1% | -140.7% | -82.1% |
| 5Y | -97.6% | +82.3% | -179.8% | -98.8% |
| All | -93.9% | +158.3% | -252.2% | -97.2% |
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 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