-35.5%
ALTO vs VOO
+314.4%
-349.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.2% |
| 7D | +9.7% | -0.9% | +10.6% | +10.3% |
| 30D | +4.9% | -2.3% | +7.3% | +7.0% |
| 3M | -7.9% | -1.2% | -6.7% | -7.3% |
| 6M | -21.6% | +3.3% | -25.0% | -24.7% |
| YTD | +33.3% | +12.3% | +21.0% | +17.3% |
| 1Y | +115.7% | +12.5% | +103.2% | +89.6% |
| 3Y | +83.7% | +79.2% | +4.6% | -2.2% |
| 5Y | -35.9% | +75.7% | -111.6% | -64.6% |
| 10Y | -35.5% | +313.7% | -349.1% | -82.9% |
| All | -35.5% | +314.4% | -349.9% | -82.9% |
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