+106.0%
ALTL vs VOO
+175.2%
-69.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +0.2% | +0.5% | -0.4% | -0.3% |
| 30D | -1.9% | -0.9% | -0.9% | -1.1% |
| 3M | -3.4% | +3.9% | -7.3% | -6.3% |
| 6M | +1.6% | +14.5% | -13.0% | -9.1% |
| YTD | +8.1% | +13.0% | -4.9% | -2.2% |
| 1Y | +14.8% | +19.4% | -4.6% | -0.7% |
| 3Y | +32.0% | +78.9% | -46.9% | -20.7% |
| 5Y | +12.6% | +82.3% | -69.7% | -33.5% |
| All | +106.0% | +175.2% | -69.2% | -23.9% |
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