-25.5%
ATRA vs VOO
+21.4%
-46.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | -0.1% | -0.4% |
| 7D | +3.0% | +0.3% | +2.7% | +2.7% |
| 30D | +8.7% | +0.2% | +8.4% | +8.2% |
| 3M | -1.0% | +2.8% | -3.8% | -4.7% |
| 6M | +75.8% | +14.3% | +61.6% | +37.7% |
| YTD | -47.3% | +14.0% | -61.3% | -58.9% |
| All | -25.5% | +21.4% | -46.9% | -42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling