+1,076.9%
ATI vs VOO
+81.6%
+995.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | +2.4% | -0.4% | +2.8% | +2.9% |
| 30D | -9.5% | -1.4% | -8.1% | -7.9% |
| 3M | +10.4% | +3.7% | +6.7% | +5.6% |
| 6M | +31.8% | +13.0% | +18.8% | +13.8% |
| YTD | +80.0% | +12.4% | +67.5% | +56.4% |
| 1Y | +175.8% | +18.6% | +157.2% | +125.2% |
| 3Y | +364.2% | +78.1% | +286.2% | +144.6% |
| 5Y | +1,076.9% | +82.3% | +994.6% | +480.1% |
| All | +1,076.9% | +81.6% | +995.3% | +480.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling