+38.2%
ATEX vs VOO
+82.3%
-44.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -4.6% | +0.5% | -5.1% | -5.0% |
| 30D | -13.9% | -0.9% | -13.0% | -13.3% |
| 3M | +29.0% | +3.9% | +25.1% | +25.8% |
| 6M | +115.8% | +14.5% | +101.2% | +96.5% |
| YTD | +291.4% | +13.0% | +278.4% | +260.2% |
| 1Y | +287.5% | +19.4% | +268.1% | +243.0% |
| 3Y | +162.6% | +78.9% | +83.7% | +77.6% |
| 5Y | +38.2% | +82.3% | -44.0% | -8.4% |
| All | +38.2% | +82.3% | -44.1% | -8.4% |
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