+37.7%
ALLT vs VOO
+812.0%
-774.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.6% |
| 7D | +2.0% | +0.5% | +1.4% | +1.3% |
| 30D | -1.4% | -0.9% | -0.5% | -0.3% |
| 3M | +2.7% | +3.9% | -1.2% | -1.6% |
| 6M | +13.4% | +14.5% | -1.2% | -2.6% |
| YTD | -21.6% | +13.0% | -34.5% | -31.5% |
| 1Y | -11.7% | +19.4% | -31.1% | -27.2% |
| 3Y | +221.2% | +78.9% | +142.4% | +72.3% |
| 5Y | -50.8% | +82.3% | -133.1% | -74.3% |
| 10Y | +42.8% | +314.2% | -271.4% | -73.5% |
| All | +37.7% | +812.0% | -774.3% | -92.6% |
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 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