+185.5%
ATLC vs VOO
+80.9%
+104.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.1% |
| 7D | +2.3% | +0.1% | +2.1% | +2.2% |
| 30D | -16.3% | +0.1% | -16.4% | -16.4% |
| 3M | +13.3% | +2.0% | +11.3% | +9.1% |
| 6M | +62.7% | +13.0% | +49.7% | +33.0% |
| YTD | +39.1% | +13.6% | +25.5% | +13.1% |
| 1Y | +35.4% | +20.1% | +15.4% | +0.5% |
| All | +185.5% | +80.9% | +104.6% | +16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling