-79.6%
ALT vs VOO
+82.3%
-162.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.0% |
| 7D | +8.7% | +0.5% | +8.2% | +7.9% |
| 30D | +9.1% | -0.9% | +10.0% | +10.6% |
| 3M | +23.1% | +3.9% | +19.2% | +16.6% |
| 6M | -5.1% | +14.5% | -19.6% | -20.8% |
| YTD | -6.9% | +13.0% | -19.9% | -20.7% |
| 1Y | -9.4% | +19.4% | -28.9% | -28.7% |
| 3Y | +37.1% | +78.9% | -41.7% | -34.3% |
| 5Y | -79.6% | +82.3% | -161.9% | -90.7% |
| All | -79.6% | +82.3% | -162.0% | -90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling