-96.3%
ATRA vs VOO
+413.5%
-509.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +3.0% |
| 7D | +6.1% | +0.1% | +6.0% | +5.9% |
| 30D | +14.3% | +0.1% | +14.2% | +14.1% |
| 3M | -5.0% | +2.0% | -7.0% | -8.4% |
| 6M | +81.1% | +13.0% | +68.0% | +46.9% |
| YTD | -46.0% | +13.6% | -59.6% | -56.7% |
| 1Y | -23.7% | +20.1% | -43.8% | -44.1% |
| 3Y | -74.8% | +77.6% | -152.4% | -89.8% |
| 5Y | -97.5% | +82.4% | -179.9% | -98.9% |
| 10Y | -98.0% | +316.8% | -414.9% | -99.8% |
| All | -96.3% | +413.5% | -509.9% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling