-11.4%
ALT vs VOO
+18.9%
-30.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.4% |
| 7D | +2.1% | -0.4% | +2.5% | +2.6% |
| 30D | +9.8% | -1.4% | +11.2% | +12.2% |
| 3M | +25.9% | +3.7% | +22.2% | +18.7% |
| 6M | -13.7% | +13.0% | -26.7% | -29.0% |
| YTD | -7.2% | +12.4% | -19.6% | -23.2% |
| 1Y | -11.4% | +18.6% | -30.0% | -34.5% |
| All | -11.4% | +18.9% | -30.2% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling