-38.3%
ATHR vs VOO
+17.3%
-55.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.2% |
| 7D | +1.0% | -2.0% | +2.9% | +3.2% |
| 30D | -16.6% | -1.7% | -15.0% | -15.1% |
| 3M | 0.0% | +4.7% | -4.7% | -7.0% |
| 6M | -2.5% | +12.6% | -15.0% | -21.5% |
| YTD | -49.0% | +11.8% | -60.8% | -58.2% |
| 1Y | -38.3% | +17.5% | -55.8% | -56.9% |
| All | -38.3% | +17.3% | -55.6% | -56.9% |
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