+322.5%
VOO vs ALB
+80.1%
+242.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.4% | +0.1% |
| 7D | -0.4% | -8.6% | +8.2% | +1.3% |
| 30D | -1.4% | -4.0% | +2.7% | -0.8% |
| 3M | +3.7% | -17.4% | +21.1% | +7.0% |
| 6M | +13.0% | -25.4% | +38.4% | +17.7% |
| YTD | +12.4% | -10.5% | +23.0% | +12.0% |
| 1Y | +18.6% | +75.8% | -57.2% | +1.8% |
| 3Y | +78.1% | -28.5% | +106.6% | +73.8% |
| 5Y | +82.3% | -45.1% | +127.4% | +81.0% |
| 10Y | +322.5% | +87.3% | +235.2% | +169.5% |
| All | +322.5% | +80.1% | +242.4% | +169.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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