+51.4%
VOO vs ALAB
+449.6%
-398.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.9% | +6.4% | 0.0% |
| 7D | +0.5% | +3.2% | -2.7% | +0.2% |
| 30D | -0.9% | -13.6% | +12.6% | 0.0% |
| 3M | +3.9% | -16.6% | +20.5% | +4.3% |
| 6M | +14.5% | +142.3% | -127.8% | +4.8% |
| YTD | +13.0% | +73.6% | -60.7% | +5.3% |
| 1Y | +19.4% | +33.7% | -14.2% | +12.7% |
| All | +51.4% | +449.6% | -398.1% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 5y: compounded portfolio wealth divided by compounded ALAB 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…
5y analysis · Full analysis span regression · 6 months rolling