-100.0%
ALZN vs VOO
+93.0%
-193.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | -1.2% | -0.4% | -0.8% | -0.8% |
| 30D | +15.1% | -1.4% | +16.4% | +16.7% |
| 3M | +46.1% | +3.7% | +42.4% | +40.1% |
| 6M | -20.0% | +13.0% | -33.0% | -29.2% |
| YTD | -7.7% | +12.4% | -20.1% | -17.6% |
| 1Y | -29.1% | +18.6% | -47.7% | -39.8% |
| 3Y | -99.5% | +78.1% | -177.5% | -99.7% |
| 5Y | -100.0% | +82.3% | -182.2% | -100.0% |
| All | -100.0% | +93.0% | -193.0% | -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 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