+78.3%
ATLO vs VOO
+315.3%
-237.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.2% |
| 7D | +0.2% | -0.4% | +0.6% | +0.5% |
| 30D | +3.4% | -1.4% | +4.8% | +4.4% |
| 3M | +6.3% | +3.7% | +2.6% | +3.2% |
| 6M | +21.2% | +13.0% | +8.2% | +10.0% |
| YTD | +42.1% | +12.4% | +29.6% | +29.3% |
| 1Y | +62.6% | +18.6% | +44.0% | +42.0% |
| 3Y | +103.3% | +78.1% | +25.3% | +28.5% |
| 5Y | +72.3% | +82.3% | -10.0% | +3.4% |
| 10Y | +78.3% | +322.5% | -244.3% | -53.2% |
| All | +78.3% | +315.3% | -237.1% | -53.2% |
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