-93.3%
ALIT vs VOO
+156.2%
-249.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.0% | +6.1% |
| 7D | +2.9% | +2.6% | +0.3% | -0.3% |
| 30D | +47.2% | -2.0% | +49.1% | +50.3% |
| 3M | -9.6% | -2.8% | -6.8% | -6.5% |
| 6M | -16.5% | +2.2% | -18.6% | -19.2% |
| YTD | -66.1% | +11.5% | -77.6% | -70.3% |
| 1Y | -70.3% | +13.5% | -83.8% | -74.6% |
| 3Y | -90.1% | +78.1% | -168.2% | -94.9% |
| 5Y | -93.8% | +73.1% | -166.9% | -96.8% |
| All | -93.3% | +156.2% | -249.6% | -96.8% |
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