+100.3%
ATEX vs VOO
+354.6%
-254.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.7% |
| 7D | +7.8% | +2.6% | +5.2% | +5.4% |
| 30D | -3.7% | -2.0% | -1.8% | -1.4% |
| 3M | -12.4% | -2.8% | -9.6% | -9.4% |
| 6M | +44.9% | +2.2% | +42.8% | +43.9% |
| YTD | +267.1% | +11.5% | +255.6% | +237.8% |
| 1Y | +284.2% | +13.5% | +270.7% | +248.1% |
| 3Y | +178.8% | +78.1% | +100.8% | +67.1% |
| 5Y | +30.8% | +73.1% | -42.3% | -20.6% |
| 10Y | +231.8% | +310.7% | -78.9% | -13.7% |
| All | +100.3% | +354.6% | -254.3% | -50.4% |
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 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