-100.0%
ALZN vs VOO
+93.5%
-193.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.3% |
| 7D | +3.6% | -0.8% | +4.4% | +4.5% |
| 30D | +19.4% | -1.1% | +20.5% | +20.7% |
| 3M | +50.2% | +3.9% | +46.3% | +43.9% |
| 6M | -21.1% | +13.6% | -34.7% | -30.5% |
| YTD | -5.5% | +12.7% | -18.2% | -15.9% |
| 1Y | -28.3% | +17.6% | -45.9% | -38.7% |
| 3Y | -99.4% | +77.3% | -176.8% | -99.7% |
| 5Y | -100.0% | +84.1% | -184.1% | -100.0% |
| All | -100.0% | +93.5% | -193.4% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling