+16.1%
IALT vs VOO
+11.3%
+4.8%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.2% |
| 7D | +1.3% | +2.6% | -1.3% | +0.3% |
| 30D | -2.7% | -2.0% | -0.8% | -2.0% |
| 3M | -0.2% | -2.8% | +2.5% | +0.7% |
| 6M | +3.0% | +2.2% | +0.8% | +2.4% |
| YTD | +15.2% | +11.5% | +3.7% | +12.2% |
| All | +16.1% | +11.3% | +4.8% | +13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling