-39.8%
ATHR vs VOO
+45.8%
-85.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.8% | +8.6% | +8.9% |
| 7D | +13.8% | -0.8% | +14.6% | +14.4% |
| 30D | -7.7% | -1.1% | -6.7% | -7.1% |
| 3M | +6.5% | +3.9% | +2.6% | +3.2% |
| 6M | +7.3% | +13.6% | -6.3% | -5.0% |
| YTD | -44.2% | +12.7% | -56.9% | -50.2% |
| 1Y | -36.2% | +17.6% | -53.8% | -42.5% |
| All | -39.8% | +45.8% | -85.6% | -49.8% |
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 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