+42.0%
ALLT vs VOO
+800.4%
-758.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.6% |
| 7D | -7.1% | +2.6% | -9.7% | -9.8% |
| 30D | -7.6% | -2.0% | -5.6% | -5.1% |
| 3M | +0.3% | -2.8% | +3.0% | +3.9% |
| 6M | +6.3% | +2.2% | +4.1% | +4.3% |
| YTD | -19.1% | +11.5% | -30.6% | -28.1% |
| 1Y | -8.1% | +13.5% | -21.6% | -19.9% |
| 3Y | +419.6% | +78.1% | +341.5% | +182.1% |
| 5Y | -35.5% | +73.1% | -108.6% | -64.2% |
| 10Y | +60.6% | +310.7% | -250.1% | -69.7% |
| All | +42.0% | +800.4% | -758.5% | -92.3% |
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