+314.2%
VOO vs ALLE
+148.2%
+166.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | +0.5% | +2.8% | -2.2% | -0.6% |
| 30D | -0.9% | -7.6% | +6.7% | +2.4% |
| 3M | +3.9% | +22.8% | -18.9% | -5.6% |
| 6M | +14.5% | +4.6% | +9.9% | +11.2% |
| YTD | +13.0% | -1.2% | +14.2% | +11.8% |
| 1Y | +19.4% | -9.1% | +28.6% | +22.4% |
| 3Y | +78.9% | +50.0% | +28.9% | +42.1% |
| 5Y | +82.3% | +15.2% | +67.0% | +60.6% |
| 10Y | +314.2% | +151.1% | +163.1% | +159.9% |
| All | +314.2% | +148.2% | +166.0% | +159.9% |
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