-25.3%
ATER vs VOO
+18.9%
-44.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -1.8% |
| 7D | +39.5% | -0.4% | +39.9% | +40.5% |
| 30D | +47.9% | -1.4% | +49.3% | +51.5% |
| 3M | -36.6% | +3.7% | -40.3% | -39.1% |
| 6M | +28.2% | +13.0% | +15.1% | +7.5% |
| YTD | +2.0% | +12.4% | -10.4% | -13.5% |
| 1Y | -25.3% | +18.6% | -43.9% | -34.8% |
| All | -25.3% | +18.9% | -44.1% | -34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling