-66.2%
ALTI vs VOO
+97.0%
-163.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.8% |
| 7D | +9.7% | -0.8% | +10.4% | +10.1% |
| 30D | -20.3% | -1.1% | -19.3% | -19.9% |
| 3M | +11.9% | +3.9% | +8.0% | +9.5% |
| 6M | -18.8% | +13.6% | -32.4% | -24.1% |
| YTD | -29.1% | +12.7% | -41.8% | -33.5% |
| 1Y | -15.2% | +17.6% | -32.8% | -22.0% |
| 3Y | -57.3% | +77.3% | -134.6% | -66.4% |
| 5Y | -66.0% | +84.1% | -150.2% | -73.7% |
| All | -66.2% | +97.0% | -163.2% | -74.3% |
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