+111.0%
ATEC vs VOO
+315.3%
-204.3%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | -2.2% | -0.4% | -1.8% | -1.7% |
| 30D | -5.3% | -1.4% | -3.9% | -3.6% |
| 3M | +8.8% | +3.7% | +5.1% | +4.2% |
| 6M | -30.1% | +13.0% | -43.2% | -40.3% |
| YTD | -57.3% | +12.4% | -69.7% | -63.2% |
| 1Y | -43.1% | +18.6% | -61.7% | -54.0% |
| 3Y | -36.7% | +78.1% | -114.7% | -69.5% |
| 5Y | -37.8% | +82.3% | -120.1% | -70.1% |
| 10Y | +111.0% | +322.5% | -211.5% | -57.7% |
| All | +111.0% | +315.3% | -204.3% | -57.7% |
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