+1.5%
ATR vs VOO
+82.3%
-80.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -2.0% |
| 7D | -5.0% | +0.5% | -5.6% | -5.4% |
| 30D | -8.2% | -0.9% | -7.2% | -7.6% |
| 3M | +11.5% | +3.9% | +7.6% | +8.3% |
| 6M | -5.2% | +14.5% | -19.7% | -14.1% |
| YTD | +3.1% | +13.0% | -9.8% | -5.7% |
| 1Y | -8.7% | +19.4% | -28.2% | -20.0% |
| 3Y | +3.2% | +78.9% | -75.7% | -33.1% |
| 5Y | +1.5% | +82.3% | -80.8% | -36.5% |
| All | +1.5% | +82.3% | -80.9% | -36.5% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling