+13.8%
ALTL vs VOO
+82.6%
-68.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -1.9% | +0.1% | -2.0% | -2.0% |
| 3M | -7.2% | +2.0% | -9.2% | -8.5% |
| 6M | +0.4% | +13.0% | -12.6% | -8.7% |
| YTD | +8.3% | +13.6% | -5.3% | -2.0% |
| 1Y | +15.7% | +20.1% | -4.4% | +0.3% |
| 3Y | +27.9% | +77.6% | -49.6% | -20.6% |
| All | +13.8% | +82.6% | -68.8% | -32.0% |
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