-42.5%
ATRA vs VOO
+12.1%
-54.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.4% |
| 7D | -2.2% | +2.6% | -4.7% | -5.1% |
| 30D | -19.5% | -2.0% | -17.5% | -17.3% |
| 3M | -9.5% | -2.8% | -6.8% | -6.1% |
| 6M | -26.5% | +2.2% | -28.7% | -28.6% |
| YTD | -57.4% | +11.5% | -69.0% | -66.2% |
| 1Y | -42.5% | +13.5% | -56.0% | -56.2% |
| All | -42.5% | +12.1% | -54.6% | -56.2% |
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 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