-94.7%
ATOS vs VOO
+75.1%
-169.9%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.3% | -6.4% | -6.6% |
| 7D | -4.2% | -0.9% | -3.3% | -3.3% |
| 30D | -15.1% | -2.3% | -12.7% | -13.4% |
| 3M | -14.0% | -1.2% | -12.8% | -13.4% |
| 6M | -63.1% | +3.3% | -66.4% | -65.2% |
| YTD | -77.1% | +12.3% | -89.4% | -80.5% |
| 1Y | -83.7% | +12.5% | -96.2% | -86.2% |
| 3Y | -78.9% | +79.2% | -158.0% | -89.3% |
| 5Y | -94.7% | +75.7% | -170.4% | -97.1% |
| All | -94.7% | +75.1% | -169.9% | -97.1% |
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