-100.0%
ATLX vs VOO
+537.4%
-637.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.8% |
| 7D | +3.8% | +0.5% | +3.3% | +3.3% |
| 30D | +4.5% | -0.9% | +5.4% | +5.6% |
| 3M | -9.2% | +3.9% | -13.1% | -12.2% |
| 6M | -35.5% | +14.5% | -50.1% | -43.1% |
| YTD | -23.2% | +13.0% | -36.1% | -30.8% |
| 1Y | -32.6% | +19.4% | -52.0% | -42.4% |
| 3Y | -88.2% | +78.9% | -167.0% | -93.0% |
| 5Y | -56.7% | +82.3% | -138.9% | -75.8% |
| 10Y | -99.1% | +314.2% | -413.3% | -99.8% |
| All | -100.0% | +537.4% | -637.4% | -100.0% |
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 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