+120.0%
ATR vs VOO
+311.2%
-191.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -1.3% | +3.3% | -4.5% | -3.4% |
| 30D | +19.3% | -2.7% | +22.0% | +21.3% |
| 3M | +6.8% | -1.7% | +8.6% | +7.8% |
| 6M | +20.9% | +3.1% | +17.8% | +17.7% |
| YTD | +17.9% | +11.9% | +6.0% | +8.4% |
| 1Y | +21.7% | +12.1% | +9.7% | +11.7% |
| 3Y | +17.2% | +78.6% | -61.4% | -23.2% |
| 5Y | +15.2% | +73.8% | -58.6% | -23.8% |
| All | +120.0% | +311.2% | -191.2% | -19.2% |
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