-98.8%
ALT vs VOO
+264.2%
-362.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.5% |
| 7D | -20.9% | +2.6% | -23.5% | -22.4% |
| 30D | -28.8% | -2.0% | -26.8% | -27.5% |
| 3M | -42.9% | -2.8% | -40.1% | -41.5% |
| 6M | -45.5% | +2.2% | -47.7% | -46.1% |
| YTD | -54.4% | +11.5% | -66.0% | -57.4% |
| 1Y | -59.5% | +13.5% | -73.0% | -62.6% |
| 3Y | -32.6% | +78.1% | -110.7% | -51.7% |
| 5Y | -85.2% | +73.1% | -158.3% | -89.5% |
| All | -98.8% | +264.2% | -362.9% | -99.6% |
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 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