+36.6%
ATGL vs VOO
+90.8%
-54.2%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.5% |
| 7D | -9.2% | +0.5% | -9.8% | -9.8% |
| 30D | -28.0% | -0.9% | -27.1% | -27.4% |
| 3M | -49.0% | +3.9% | -52.9% | -50.9% |
| 6M | -65.3% | +14.5% | -79.8% | -69.5% |
| YTD | -71.3% | +13.0% | -84.2% | -74.3% |
| 1Y | -80.6% | +19.4% | -100.0% | -83.8% |
| All | +36.6% | +90.8% | -54.2% | -63.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling