+441.1%
ATI vs VOO
+817.1%
-376.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.6% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | +2.7% | +0.1% | +2.6% | +2.6% |
| 3M | +16.3% | +2.0% | +14.3% | +12.7% |
| 6M | +30.2% | +13.0% | +17.1% | +7.8% |
| YTD | +83.6% | +13.6% | +70.0% | +50.6% |
| 1Y | +173.0% | +20.1% | +152.9% | +105.2% |
| 3Y | +356.6% | +77.6% | +279.1% | +85.0% |
| 5Y | +1,074.2% | +82.4% | +991.7% | +343.3% |
| 10Y | +1,136.2% | +316.8% | +819.4% | +10.7% |
| All | +441.1% | +817.1% | -376.0% | -89.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling