+94.9%
ATEN vs VOO
+82.3%
+12.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.3% |
| 7D | -1.7% | +0.5% | -2.3% | -2.3% |
| 30D | -8.4% | -0.9% | -7.5% | -7.5% |
| 3M | -20.7% | +3.9% | -24.6% | -23.7% |
| 6M | +20.3% | +14.5% | +5.8% | +4.5% |
| YTD | +39.6% | +13.0% | +26.7% | +23.0% |
| 1Y | +42.2% | +19.4% | +22.8% | +17.9% |
| 3Y | +74.0% | +78.9% | -4.9% | -6.5% |
| 5Y | +94.9% | +82.3% | +12.6% | +8.8% |
| All | +94.9% | +82.3% | +12.6% | +8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling