-90.4%
ALIT vs VOO
+78.4%
-168.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -4.0% | -4.5% |
| 7D | +28.0% | +0.1% | +28.0% | +27.9% |
| 30D | +35.1% | -3.3% | +38.5% | +40.6% |
| 3M | -16.3% | -2.4% | -13.9% | -13.7% |
| 6M | -32.4% | +2.6% | -35.0% | -34.9% |
| YTD | -67.6% | +11.3% | -78.8% | -71.8% |
| 1Y | -72.6% | +13.4% | -86.1% | -76.8% |
| 3Y | -90.4% | +80.3% | -170.6% | -95.6% |
| All | -90.4% | +78.4% | -168.8% | -95.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling