+34.1%
LALT vs VOO
+93.6%
-59.5%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | 0.0% |
| 7D | +0.1% | +0.5% | -0.5% | 0.0% |
| 30D | +1.5% | -0.9% | +2.5% | +1.7% |
| 3M | +0.6% | +3.9% | -3.3% | -0.2% |
| 6M | +0.9% | +14.5% | -13.6% | -1.6% |
| YTD | +10.2% | +13.0% | -2.7% | +7.7% |
| 1Y | +14.4% | +19.4% | -5.0% | +10.6% |
| 3Y | +31.2% | +78.9% | -47.6% | +19.0% |
| All | +34.1% | +93.6% | -59.5% | +21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling