-35.3%
ATEC vs VOO
+79.1%
-114.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.3% |
| 7D | -0.2% | +0.5% | -0.8% | -0.7% |
| 30D | -1.3% | -0.9% | -0.4% | -0.4% |
| 3M | +16.2% | +3.9% | +12.3% | +12.5% |
| 6M | -24.9% | +14.5% | -39.4% | -34.2% |
| YTD | -56.3% | +13.0% | -69.3% | -61.2% |
| 1Y | -43.8% | +19.4% | -63.2% | -52.5% |
| 3Y | -35.3% | +78.9% | -114.2% | -73.0% |
| All | -35.3% | +79.1% | -114.4% | -73.0% |
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