-88.6%
ATLX vs VOO
+75.9%
-164.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -5.1% |
| 7D | -5.8% | -2.0% | -3.8% | -2.6% |
| 30D | -2.2% | -1.7% | -0.5% | +0.7% |
| 3M | -8.8% | +4.7% | -13.6% | -14.8% |
| 6M | -42.5% | +12.6% | -55.0% | -51.1% |
| YTD | -26.7% | +11.8% | -38.5% | -36.6% |
| 1Y | -33.0% | +17.5% | -50.6% | -46.0% |
| All | -88.6% | +75.9% | -164.5% | -94.5% |
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