+388.4%
ATI vs VOO
+803.9%
-415.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.9% |
| 7D | +13.0% | +3.3% | +9.7% | +7.4% |
| 30D | +0.2% | -2.7% | +2.9% | +5.0% |
| 3M | -17.5% | -1.7% | -15.7% | -15.0% |
| 6M | +18.1% | +3.1% | +15.0% | +12.8% |
| YTD | +65.7% | +11.9% | +53.8% | +39.4% |
| 1Y | +91.9% | +12.1% | +79.9% | +61.3% |
| 3Y | +335.2% | +78.6% | +256.7% | +74.8% |
| 5Y | +1,004.3% | +73.8% | +930.5% | +353.6% |
| 10Y | +1,019.2% | +312.3% | +707.0% | +1.1% |
| All | +388.4% | +803.9% | -415.4% | -90.1% |
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 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