+163.4%
ALTO vs VOO
+9.9%
+153.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | +2.5% | -2.7% | +5.2% | +3.1% |
| 30D | +2.5% | -5.4% | +7.8% | +4.5% |
| 3M | -17.3% | -4.1% | -13.2% | -16.1% |
| 6M | -32.7% | +0.7% | -33.5% | -33.0% |
| YTD | +29.9% | +8.7% | +21.1% | +22.5% |
| 1Y | +163.4% | +11.0% | +152.4% | +137.5% |
| All | +163.4% | +9.9% | +153.4% | +137.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling