+250.7%
ATLO vs VOO
+806.9%
-556.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -1.1% |
| 7D | -2.3% | -0.9% | -1.4% | -1.6% |
| 30D | +7.1% | -2.3% | +9.5% | +9.3% |
| 3M | +8.8% | -1.2% | +9.9% | +9.6% |
| 6M | +23.6% | +3.3% | +20.3% | +19.1% |
| YTD | +52.2% | +12.3% | +39.9% | +35.5% |
| 1Y | +66.3% | +12.5% | +53.8% | +47.7% |
| 3Y | +117.2% | +79.2% | +38.1% | +22.8% |
| 5Y | +71.8% | +75.7% | -3.9% | -5.4% |
| 10Y | +78.4% | +313.7% | -235.3% | -65.7% |
| All | +250.7% | +806.9% | -556.2% | -82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling