+78.4%
ATLO vs VOO
+314.4%
-236.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.9% |
| 7D | -2.3% | -0.9% | -1.4% | -1.7% |
| 30D | +7.1% | -2.3% | +9.5% | +8.9% |
| 3M | +8.8% | -1.2% | +9.9% | +9.5% |
| 6M | +23.6% | +3.3% | +20.3% | +20.0% |
| YTD | +52.2% | +12.3% | +39.9% | +38.4% |
| 1Y | +66.3% | +12.5% | +53.8% | +51.0% |
| 3Y | +117.2% | +79.2% | +38.1% | +36.5% |
| 5Y | +71.8% | +75.7% | -3.9% | +7.0% |
| 10Y | +78.4% | +313.7% | -235.3% | -55.7% |
| All | +78.4% | +314.4% | -236.0% | -55.7% |
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