+817.5%
VOO vs ALB
+181.3%
+636.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.0% |
| 7D | -0.9% | +1.1% | -2.0% | -1.2% |
| 30D | -2.3% | -2.6% | +0.2% | -2.0% |
| 3M | -1.2% | -25.6% | +24.4% | +4.7% |
| 6M | +3.3% | -54.0% | +57.4% | +20.9% |
| YTD | +12.3% | -31.6% | +43.9% | +18.1% |
| 1Y | +12.5% | -6.6% | +19.1% | +9.7% |
| 3Y | +79.2% | -14.0% | +93.2% | +63.3% |
| 5Y | +75.7% | -62.5% | +138.2% | +89.5% |
| 10Y | +313.7% | +36.3% | +277.4% | +169.1% |
| All | +817.5% | +181.3% | +636.1% | +306.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling