-97.5%
ALT vs VOO
+267.2%
-364.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +2.1% | -0.4% | +2.5% | +2.4% |
| 30D | +9.8% | -1.4% | +11.2% | +11.0% |
| 3M | +25.9% | +3.7% | +22.2% | +22.7% |
| 6M | -13.7% | +13.0% | -26.7% | -20.5% |
| YTD | -7.2% | +12.4% | -19.6% | -14.1% |
| 1Y | -11.4% | +18.6% | -30.0% | -21.0% |
| 3Y | +36.7% | +78.1% | -41.3% | -2.3% |
| 5Y | -79.6% | +82.3% | -161.8% | -85.7% |
| All | -97.5% | +267.2% | -364.7% | -99.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling