-51.2%
ALLT vs VOO
+82.8%
-134.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | -0.4% |
| 7D | -1.6% | -0.8% | -0.8% | -0.6% |
| 30D | -2.3% | -1.1% | -1.3% | -1.0% |
| 3M | +4.3% | +3.9% | +0.4% | -0.2% |
| 6M | +11.1% | +13.6% | -2.6% | -4.2% |
| YTD | -23.5% | +12.7% | -36.2% | -33.4% |
| 1Y | -19.9% | +17.6% | -37.5% | -33.2% |
| 3Y | +220.0% | +77.3% | +142.7% | +81.9% |
| All | -51.2% | +82.8% | -134.0% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling