+108.5%
ATLO vs VOO
+80.9%
+27.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.4% |
| 7D | +3.4% | +0.1% | +3.3% | +3.4% |
| 30D | +4.4% | +0.1% | +4.3% | +4.3% |
| 3M | +12.1% | +2.0% | +10.1% | +10.6% |
| 6M | +20.8% | +13.0% | +7.8% | +11.8% |
| YTD | +44.8% | +13.6% | +31.2% | +33.5% |
| 1Y | +67.0% | +20.1% | +46.9% | +48.3% |
| All | +108.5% | +80.9% | +27.6% | +37.2% |
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 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