+48.0%
ATEC vs VOO
+306.9%
-258.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -4.7% |
| 7D | -6.3% | -0.6% | -5.7% | -5.5% |
| 30D | -34.4% | -3.6% | -30.7% | -30.4% |
| 3M | -26.2% | -2.7% | -23.5% | -22.5% |
| 6M | -6.9% | +2.2% | -9.2% | -8.2% |
| YTD | -66.7% | +10.9% | -77.6% | -70.5% |
| 1Y | -65.4% | +11.3% | -76.7% | -69.4% |
| 3Y | -31.4% | +76.9% | -108.3% | -66.4% |
| 5Y | -38.9% | +73.5% | -112.4% | -68.5% |
| 10Y | +48.0% | +307.7% | -259.7% | -70.1% |
| All | +48.0% | +306.9% | -258.9% | -70.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling