+75.0%
ATFV vs VOO
+95.7%
-20.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.3% |
| 7D | +1.1% | +2.6% | -1.4% | -2.2% |
| 30D | -12.3% | -2.0% | -10.3% | -9.5% |
| 3M | -16.7% | -2.8% | -14.0% | -13.1% |
| 6M | -12.4% | +2.2% | -14.5% | -14.0% |
| YTD | -2.1% | +11.5% | -13.7% | -14.2% |
| 1Y | +1.0% | +13.5% | -12.4% | -13.3% |
| 3Y | +122.9% | +78.1% | +44.9% | +9.8% |
| 5Y | +50.8% | +73.1% | -22.3% | -20.8% |
| All | +75.0% | +95.7% | -20.7% | -20.7% |
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