+75.0%
ATLO vs VOO
+82.3%
-7.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | -0.2% |
| 7D | +3.4% | +0.5% | +2.9% | +3.2% |
| 30D | +4.2% | -0.9% | +5.1% | +4.5% |
| 3M | +8.8% | +3.9% | +4.9% | +7.1% |
| 6M | +23.2% | +14.5% | +8.7% | +16.7% |
| YTD | +44.2% | +13.0% | +31.2% | +37.3% |
| 1Y | +64.8% | +19.4% | +45.4% | +53.5% |
| 3Y | +106.4% | +78.9% | +27.5% | +70.4% |
| 5Y | +75.0% | +82.3% | -7.3% | +42.0% |
| All | +75.0% | +82.3% | -7.4% | +42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling