-99.4%
ALZN vs VOO
+75.9%
-175.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.8% |
| 7D | 0.0% | -2.0% | +2.0% | +2.2% |
| 30D | +15.6% | -1.7% | +17.3% | +17.6% |
| 3M | +46.6% | +4.7% | +41.8% | +38.8% |
| 6M | -20.6% | +12.6% | -33.1% | -29.7% |
| YTD | -6.6% | +11.8% | -18.4% | -16.6% |
| 1Y | -27.7% | +17.5% | -45.2% | -38.1% |
| All | -99.4% | +75.9% | -175.4% | -99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling