+18.9%
ATHM vs VOO
+309.6%
-290.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.5% |
| 7D | -4.7% | +2.6% | -7.3% | -6.8% |
| 30D | +8.2% | -2.0% | +10.2% | +9.8% |
| 3M | -3.3% | -2.8% | -0.5% | -1.3% |
| 6M | +17.6% | +2.2% | +15.4% | +15.2% |
| YTD | +1.4% | +11.5% | -10.1% | -7.7% |
| 1Y | -9.1% | +13.5% | -22.6% | -18.6% |
| 3Y | -7.6% | +78.1% | -85.7% | -44.6% |
| 5Y | -32.9% | +73.1% | -106.0% | -58.7% |
| All | +18.9% | +309.6% | -290.7% | -73.4% |
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 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