+313.7%
VOO vs ALLE
+212.2%
+101.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.9% |
| 7D | -0.9% | -0.8% | -0.1% | -0.5% |
| 30D | -2.3% | +27.4% | -29.7% | -12.1% |
| 3M | -1.2% | +13.8% | -15.0% | -6.9% |
| 6M | +3.3% | +45.5% | -42.2% | -13.0% |
| YTD | +12.3% | +21.4% | -9.1% | +1.5% |
| 1Y | +12.5% | +15.4% | -2.9% | +3.9% |
| 3Y | +79.2% | +91.7% | -12.5% | +27.5% |
| 5Y | +75.7% | +54.5% | +21.2% | +35.6% |
| 10Y | +313.7% | +210.5% | +103.1% | +139.3% |
| All | +313.7% | +212.2% | +101.5% | +139.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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