-94.7%
ALTO vs VOO
+775.2%
-869.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.4% | +9.2% | +9.7% |
| 7D | +0.5% | -4.7% | +5.3% | +5.5% |
| 30D | -2.1% | -5.9% | +3.8% | +4.2% |
| 3M | -27.5% | -4.5% | -23.0% | -24.2% |
| 6M | -38.7% | +1.9% | -40.6% | -40.6% |
| YTD | +27.4% | +8.4% | +19.0% | +14.5% |
| 1Y | +216.4% | +9.5% | +206.9% | +181.4% |
| 3Y | -20.6% | +75.3% | -95.8% | -60.3% |
| 5Y | -35.2% | +67.9% | -103.0% | -64.8% |
| 10Y | -49.4% | +314.4% | -363.8% | -90.9% |
| All | -94.7% | +775.2% | -869.9% | -99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling