-93.7%
ALIT vs VOO
+158.3%
-252.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.2% |
| 7D | -11.4% | -0.4% | -11.0% | -10.9% |
| 30D | -14.3% | -1.4% | -12.9% | -12.6% |
| 3M | -10.0% | +3.7% | -13.7% | -14.3% |
| 6M | -33.4% | +13.0% | -46.4% | -42.8% |
| YTD | -67.8% | +12.4% | -80.3% | -72.1% |
| 1Y | -82.8% | +18.6% | -101.4% | -86.0% |
| 3Y | -90.9% | +78.1% | -168.9% | -95.3% |
| 5Y | -94.6% | +82.3% | -176.9% | -97.3% |
| All | -93.7% | +158.3% | -252.0% | -97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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