-51.2%
ATHR vs VOO
+20.9%
-72.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.4% |
| 7D | +5.6% | +0.1% | +5.4% | +5.4% |
| 30D | -21.2% | +0.1% | -21.3% | -21.3% |
| 3M | -10.9% | +2.0% | -12.9% | -12.5% |
| 6M | -13.2% | +13.0% | -26.3% | -30.7% |
| YTD | -51.0% | +13.6% | -64.6% | -60.6% |
| 1Y | -51.2% | +20.1% | -71.3% | -69.8% |
| All | -51.2% | +20.9% | -72.2% | -69.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling