+2,504.2%
ATLC vs VOO
+306.9%
+2,197.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.3% |
| 7D | -13.8% | -0.6% | -13.3% | -13.6% |
| 30D | -15.0% | -3.6% | -11.3% | -10.9% |
| 3M | -16.8% | -2.7% | -14.1% | -13.8% |
| 6M | -6.0% | +2.2% | -8.3% | -9.3% |
| YTD | +19.0% | +10.9% | +8.1% | +3.8% |
| 1Y | +56.3% | +11.3% | +44.9% | +35.7% |
| 3Y | +158.2% | +76.9% | +81.3% | +26.3% |
| 5Y | +1.8% | +73.5% | -71.7% | -47.0% |
| 10Y | +2,504.2% | +307.7% | +2,196.6% | +676.6% |
| All | +2,504.2% | +306.9% | +2,197.4% | +676.6% |
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