+91.5%
ATAT vs VOO
+79.1%
+12.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -2.8% |
| 7D | -3.5% | +0.5% | -4.0% | -3.9% |
| 30D | -5.7% | -0.9% | -4.8% | -5.1% |
| 3M | +0.5% | +3.9% | -3.4% | -2.3% |
| 6M | -7.3% | +14.5% | -21.8% | -16.4% |
| YTD | -14.2% | +13.0% | -27.1% | -21.8% |
| 1Y | -14.8% | +19.4% | -34.2% | -25.3% |
| 3Y | +91.5% | +78.9% | +12.7% | +21.6% |
| All | +91.5% | +79.1% | +12.4% | +21.6% |
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