+293.3%
ATEN vs VOO
+311.2%
-17.9%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.3% | +2.3% |
| 7D | +29.6% | +3.3% | +26.4% | +25.9% |
| 30D | +2.8% | -2.7% | +5.5% | +5.9% |
| 3M | +6.8% | -1.7% | +8.6% | +9.0% |
| 6M | +7.6% | +3.1% | +4.5% | +5.0% |
| YTD | +66.8% | +11.9% | +54.9% | +50.4% |
| 1Y | +73.3% | +12.1% | +61.2% | +55.9% |
| 3Y | +154.2% | +78.6% | +75.7% | +47.0% |
| 5Y | +89.8% | +73.8% | +16.0% | +12.9% |
| All | +293.3% | +311.2% | -17.9% | -15.8% |
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