-50.4%
ALTG vs VOO
+81.6%
-132.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -2.3% |
| 7D | +0.5% | -0.4% | +0.9% | +0.9% |
| 30D | -18.2% | -1.4% | -16.8% | -16.7% |
| 3M | -8.2% | +3.7% | -11.9% | -12.6% |
| 6M | -10.7% | +13.0% | -23.7% | -23.7% |
| YTD | +29.1% | +12.4% | +16.7% | +11.6% |
| 1Y | -23.9% | +18.6% | -42.5% | -38.7% |
| 3Y | -53.1% | +78.1% | -131.2% | -75.7% |
| 5Y | -50.4% | +82.3% | -132.7% | -75.1% |
| All | -50.4% | +81.6% | -132.0% | -75.1% |
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 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