+194.3%
VOO vs ALC
+30.4%
+164.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -1.5% |
| 7D | +2.6% | -1.1% | +3.7% | +2.9% |
| 30D | -2.0% | +16.0% | -18.0% | -7.5% |
| 3M | -2.8% | +0.8% | -3.6% | -3.4% |
| 6M | +2.2% | +16.8% | -14.7% | -4.6% |
| YTD | +11.5% | -5.5% | +17.0% | +12.2% |
| 1Y | +13.5% | -5.3% | +18.7% | +13.9% |
| 3Y | +78.1% | +4.1% | +74.0% | +66.1% |
| 5Y | +73.1% | -7.1% | +80.2% | +67.1% |
| All | +194.3% | +30.4% | +164.0% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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