+72.7%
VOO vs ALC
-10.7%
+83.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.1% | +2.3% |
| 7D | +0.1% | +2.1% | -2.0% | -0.6% |
| 30D | -3.3% | +17.2% | -20.5% | -8.2% |
| 3M | -2.4% | +4.6% | -7.0% | -4.0% |
| 6M | +2.6% | +20.1% | -17.5% | -4.0% |
| YTD | +11.3% | -4.2% | +15.5% | +11.7% |
| 1Y | +13.4% | +2.1% | +11.4% | +11.1% |
| 3Y | +80.3% | +4.5% | +75.8% | +69.1% |
| 5Y | +72.7% | -12.3% | +85.1% | +71.1% |
| All | +72.7% | -10.7% | +83.4% | +71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling