+23.9%
ATEX vs VOO
+75.1%
-51.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +0.3% |
| 7D | -1.6% | -0.9% | -0.7% | -0.4% |
| 30D | -9.9% | -2.3% | -7.6% | -7.7% |
| 3M | -17.7% | -1.2% | -16.5% | -16.2% |
| 6M | +37.3% | +3.3% | +34.0% | +35.4% |
| YTD | +250.6% | +12.3% | +238.3% | +226.1% |
| 1Y | +325.2% | +12.5% | +312.7% | +294.4% |
| 3Y | +155.0% | +79.2% | +75.8% | +72.6% |
| 5Y | +23.9% | +75.7% | -51.8% | -16.9% |
| All | +23.9% | +75.1% | -51.3% | -16.9% |
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