-99.4%
ATER vs VOO
+195.3%
-294.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.1% |
| 7D | +39.5% | -0.4% | +39.9% | +40.3% |
| 30D | +47.9% | -1.4% | +49.3% | +50.6% |
| 3M | -36.6% | +3.7% | -40.3% | -38.8% |
| 6M | +28.2% | +13.0% | +15.1% | +11.1% |
| YTD | +2.0% | +12.4% | -10.4% | -10.8% |
| 1Y | -25.3% | +18.6% | -43.9% | -38.3% |
| 3Y | -82.3% | +78.1% | -160.4% | -90.8% |
| 5Y | -99.4% | +82.3% | -181.7% | -99.7% |
| All | -99.4% | +195.3% | -294.7% | -99.7% |
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