+34.3%
LALT vs VOO
+94.7%
-60.4%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +1.9% | +0.1% | +1.8% | +1.9% |
| 3M | -0.6% | +2.0% | -2.6% | -1.0% |
| 6M | +2.0% | +13.0% | -11.1% | -0.4% |
| YTD | +10.4% | +13.6% | -3.2% | +7.7% |
| 1Y | +14.7% | +20.1% | -5.4% | +10.8% |
| 3Y | +31.8% | +77.6% | -45.8% | +19.6% |
| All | +34.3% | +94.7% | -60.4% | +21.3% |
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