-93.8%
ALIT vs VOO
+158.0%
-251.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -1.4% |
| 7D | -4.2% | -0.9% | -3.2% | -3.5% |
| 30D | +32.1% | -2.3% | +34.5% | +35.6% |
| 3M | -9.5% | -1.2% | -8.4% | -8.2% |
| 6M | -26.2% | +3.3% | -29.5% | -29.5% |
| YTD | -68.7% | +12.3% | -81.0% | -72.8% |
| 1Y | -73.1% | +12.5% | -85.6% | -76.7% |
| 3Y | -90.7% | +79.2% | -169.9% | -95.3% |
| 5Y | -94.4% | +75.7% | -170.1% | -97.2% |
| All | -93.8% | +158.0% | -251.9% | -97.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling