-94.9%
ALTO vs VOO
+815.3%
-910.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -3.2% |
| 7D | -4.4% | -0.7% | -3.7% | -3.7% |
| 30D | -7.7% | -1.1% | -6.6% | -6.6% |
| 3M | -33.8% | -0.3% | -33.5% | -33.7% |
| 6M | -36.0% | +7.4% | -43.4% | -41.1% |
| YTD | +21.5% | +13.4% | +8.2% | +4.5% |
| 1Y | +209.7% | +14.8% | +194.9% | +162.6% |
| 3Y | -24.2% | +83.3% | -107.5% | -63.8% |
| 5Y | -36.6% | +76.1% | -112.7% | -67.3% |
| 10Y | -51.7% | +333.4% | -385.1% | -91.7% |
| All | -94.9% | +815.3% | -910.2% | -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