+80.0%
ATR vs VOO
+315.3%
-235.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | -6.3% | -0.4% | -5.9% | -6.1% |
| 30D | -8.7% | -1.4% | -7.3% | -7.8% |
| 3M | +5.7% | +3.7% | +2.0% | +2.9% |
| 6M | -8.0% | +13.0% | -21.1% | -15.8% |
| YTD | +1.3% | +12.4% | -11.2% | -7.0% |
| 1Y | -9.6% | +18.6% | -28.1% | -20.2% |
| 3Y | +1.3% | +78.1% | -76.7% | -33.4% |
| 5Y | +1.4% | +82.3% | -80.9% | -35.0% |
| 10Y | +80.0% | +322.5% | -242.5% | -41.3% |
| All | +80.0% | +315.3% | -235.3% | -41.3% |
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