+94.1%
ATEN vs VOO
+398.3%
-304.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.3% | +2.3% |
| 7D | +29.6% | +3.3% | +26.4% | +25.7% |
| 30D | +2.8% | -2.7% | +5.5% | +6.0% |
| 3M | +6.8% | -1.7% | +8.6% | +9.1% |
| 6M | +7.6% | +3.1% | +4.5% | +4.9% |
| YTD | +66.8% | +11.9% | +54.9% | +49.6% |
| 1Y | +73.3% | +12.1% | +61.2% | +55.1% |
| 3Y | +154.2% | +78.6% | +75.7% | +42.7% |
| 5Y | +89.8% | +73.8% | +16.0% | +9.8% |
| 10Y | +301.3% | +312.3% | -11.0% | -8.3% |
| All | +94.1% | +398.3% | -304.2% | -65.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling