+182.4%
ATO vs VOO
+325.3%
-142.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.4% |
| 7D | -2.6% | -0.8% | -1.8% | -2.2% |
| 30D | -3.2% | -1.1% | -2.1% | -2.7% |
| 3M | -2.4% | +3.9% | -6.3% | -4.6% |
| 6M | -10.4% | +13.6% | -24.0% | -16.8% |
| YTD | -1.0% | +12.7% | -13.7% | -7.7% |
| 1Y | +0.4% | +17.6% | -17.2% | -8.8% |
| 3Y | +54.1% | +77.3% | -23.3% | +8.1% |
| 5Y | +98.3% | +84.1% | +14.2% | +33.5% |
| All | +182.4% | +325.3% | -142.9% | +1.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling