+1,565.7%
ATLC vs VOO
+798.5%
+767.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +2.3% | -13.4% | -13.7% |
| 7D | -12.9% | +0.1% | -13.0% | -13.3% |
| 30D | -13.5% | -3.3% | -10.1% | -10.3% |
| 3M | -18.9% | -2.4% | -16.5% | -16.7% |
| 6M | -4.4% | +2.6% | -7.0% | -7.4% |
| YTD | +21.2% | +11.3% | +9.9% | +7.9% |
| 1Y | +50.2% | +13.4% | +36.7% | +30.9% |
| 3Y | +165.7% | +80.3% | +85.4% | +45.5% |
| 5Y | -4.4% | +72.7% | -77.1% | -43.2% |
| 10Y | +2,551.0% | +310.0% | +2,241.0% | +735.3% |
| All | +1,565.7% | +798.5% | +767.2% | +77.8% |
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