+115.7%
ATEX vs VOO
+363.0%
-247.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | -6.6% | +0.1% | -6.7% | -6.7% |
| 30D | -13.2% | +0.1% | -13.3% | -13.2% |
| 3M | +27.0% | +2.0% | +24.9% | +25.2% |
| 6M | +128.0% | +13.0% | +115.0% | +105.4% |
| YTD | +295.2% | +13.6% | +281.6% | +254.8% |
| 1Y | +287.4% | +20.1% | +267.3% | +230.9% |
| 3Y | +162.3% | +77.6% | +84.7% | +56.4% |
| 5Y | +44.0% | +82.4% | -38.4% | -17.7% |
| 10Y | +256.5% | +316.8% | -60.4% | -9.4% |
| All | +115.7% | +363.0% | -247.3% | -47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling