-99.3%
ATER vs VOO
+82.3%
-181.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | -0.6% | +17.0% | +17.4% |
| 7D | +62.0% | +0.5% | +61.5% | +60.9% |
| 30D | +47.9% | -0.9% | +48.8% | +50.4% |
| 3M | -34.9% | +3.9% | -38.8% | -38.2% |
| 6M | +26.8% | +14.5% | +12.2% | +1.5% |
| YTD | +4.7% | +13.0% | -8.2% | -13.9% |
| 1Y | -24.7% | +19.4% | -44.1% | -43.2% |
| 3Y | -81.9% | +78.9% | -160.7% | -93.3% |
| 5Y | -99.3% | +82.3% | -181.6% | -99.7% |
| All | -99.3% | +82.3% | -181.7% | -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 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