+16.1%
ATR vs VOO
+67.9%
-51.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.3% |
| 7D | +3.9% | -2.7% | +6.6% | +5.7% |
| 30D | +18.3% | -5.4% | +23.7% | +22.6% |
| 3M | +4.9% | -4.1% | +9.0% | +7.6% |
| 6M | +16.6% | +0.7% | +15.9% | +15.3% |
| YTD | +18.2% | +8.7% | +9.4% | +10.6% |
| 1Y | +24.1% | +11.0% | +13.1% | +14.3% |
| 3Y | +17.9% | +75.5% | -57.5% | -23.2% |
| All | +16.1% | +67.9% | -51.7% | -23.9% |
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