-19.9%
ALLT vs VOO
+18.2%
-38.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.9% |
| 7D | -1.6% | -0.8% | -0.8% | -0.2% |
| 30D | -2.3% | -1.1% | -1.3% | -0.3% |
| 3M | +4.3% | +3.9% | +0.4% | -2.8% |
| 6M | +11.1% | +13.6% | -2.6% | -13.1% |
| YTD | -23.5% | +12.7% | -36.2% | -39.5% |
| 1Y | -19.9% | +17.6% | -37.5% | -45.6% |
| All | -19.9% | +18.2% | -38.1% | -45.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling