+95.6%
ALTY vs VOO
+343.7%
-248.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.1% |
| 6M | +2.6% | +13.0% | -10.4% | -4.8% |
| YTD | +8.1% | +13.6% | -5.5% | -0.1% |
| 1Y | +12.9% | +20.1% | -7.2% | +0.8% |
| 3Y | +40.3% | +77.6% | -37.2% | -2.5% |
| 5Y | +29.6% | +82.4% | -52.9% | -12.7% |
| 10Y | +70.9% | +316.8% | -246.0% | -27.1% |
| All | +95.6% | +343.7% | -248.1% | -22.8% |
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 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