-92.5%
ALIT vs VOO
+160.9%
-253.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | +6.4% | +0.1% | +6.3% | +6.4% |
| 30D | +3.4% | +0.1% | +3.3% | +3.5% |
| 3M | +0.7% | +2.0% | -1.3% | -2.3% |
| 6M | -22.5% | +13.0% | -35.6% | -33.6% |
| YTD | -61.7% | +13.6% | -75.3% | -67.2% |
| 1Y | -80.1% | +20.1% | -100.2% | -84.1% |
| 3Y | -89.7% | +77.6% | -167.3% | -94.7% |
| 5Y | -93.4% | +82.4% | -175.8% | -96.8% |
| All | -92.5% | +160.9% | -253.4% | -96.5% |
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