+2,515.0%
ATLC vs VOO
+309.6%
+2,205.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.7% |
| 7D | -8.6% | +2.6% | -11.1% | -12.1% |
| 30D | -8.4% | -2.0% | -6.4% | -6.3% |
| 3M | -14.0% | -2.8% | -11.3% | -10.9% |
| 6M | +9.3% | +2.2% | +7.1% | +5.6% |
| YTD | +24.6% | +11.5% | +13.1% | +7.8% |
| 1Y | +56.4% | +13.5% | +42.9% | +32.4% |
| 3Y | +176.9% | +78.1% | +98.8% | +34.1% |
| 5Y | +6.4% | +73.1% | -66.8% | -44.6% |
| All | +2,515.0% | +309.6% | +2,205.4% | +636.3% |
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 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