-37.5%
ALTO vs VOO
+67.9%
-105.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.6% |
| 7D | +2.5% | -2.7% | +5.2% | +4.9% |
| 30D | +2.5% | -5.4% | +7.8% | +8.1% |
| 3M | -17.3% | -4.1% | -13.2% | -14.1% |
| 6M | -32.7% | +0.7% | -33.5% | -33.9% |
| YTD | +29.9% | +8.7% | +21.1% | +16.4% |
| 1Y | +163.4% | +11.0% | +152.4% | +131.3% |
| 3Y | -24.0% | +75.5% | -99.4% | -64.9% |
| All | -37.5% | +67.9% | -105.4% | -67.8% |
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