-77.2%
ATER vs VOO
+78.4%
-155.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.8% | 0.0% |
| 7D | +9.3% | +0.1% | +9.2% | +8.3% |
| 30D | +44.0% | -3.3% | +47.3% | +49.7% |
| 3M | +78.5% | -2.4% | +80.9% | +82.8% |
| 6M | -20.0% | +2.6% | -22.6% | -23.0% |
| YTD | +26.4% | +11.3% | +15.2% | +7.9% |
| 1Y | +7.1% | +13.4% | -6.4% | -10.8% |
| 3Y | -77.2% | +80.3% | -157.4% | -92.6% |
| All | -77.2% | +78.4% | -155.6% | -92.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling