+230.3%
ATRC vs VOO
+325.3%
-94.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.1% | +2.1% |
| 7D | +5.9% | -0.8% | +6.6% | +6.7% |
| 30D | +25.2% | -1.1% | +26.3% | +26.6% |
| 3M | +92.0% | +3.9% | +88.1% | +83.6% |
| 6M | +82.7% | +13.6% | +69.0% | +58.3% |
| YTD | +37.9% | +12.7% | +25.2% | +20.4% |
| 1Y | +45.2% | +17.6% | +27.6% | +21.2% |
| 3Y | +26.6% | +77.3% | -50.7% | -31.7% |
| 5Y | -27.0% | +84.1% | -111.1% | -61.4% |
| All | +230.3% | +325.3% | -94.9% | -30.2% |
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 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