+116.3%
ATLO vs VOO
+78.4%
+37.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | -0.3% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | +8.8% | -3.3% | +12.1% | +10.8% |
| 3M | +10.4% | -2.4% | +12.8% | +11.7% |
| 6M | +21.6% | +2.6% | +19.0% | +19.3% |
| YTD | +52.8% | +11.3% | +41.5% | +42.3% |
| 1Y | +67.9% | +13.4% | +54.5% | +54.2% |
| 3Y | +116.3% | +80.3% | +36.1% | +27.3% |
| All | +116.3% | +78.4% | +37.9% | +27.3% |
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 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