+68.1%
ALTY vs VOO
+315.9%
-247.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.4% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +0.4% | +0.1% | +0.4% | +0.4% |
| 3M | +1.4% | +2.0% | -0.6% | 0.0% |
| 6M | +2.6% | +13.0% | -10.4% | -5.1% |
| YTD | +8.1% | +13.6% | -5.5% | -0.5% |
| 1Y | +12.9% | +20.1% | -7.2% | +0.2% |
| 3Y | +40.3% | +77.6% | -37.2% | -4.4% |
| 5Y | +29.6% | +82.4% | -52.9% | -14.5% |
| All | +68.1% | +315.9% | -247.8% | -37.2% |
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