+287.8%
ATEX vs VOO
+321.7%
-33.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -4.9% | -2.0% | -3.0% | -3.1% |
| 30D | -10.9% | -1.7% | -9.3% | -9.4% |
| 3M | +27.8% | +4.7% | +23.1% | +23.1% |
| 6M | +110.1% | +12.6% | +97.5% | +89.6% |
| YTD | +279.2% | +11.8% | +267.5% | +244.7% |
| 1Y | +290.7% | +17.5% | +273.2% | +239.0% |
| 3Y | +154.4% | +77.0% | +77.4% | +49.9% |
| 5Y | +36.6% | +82.6% | -46.0% | -23.4% |
| All | +287.8% | +321.7% | -33.9% | -25.5% |
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