+189.3%
ATRC vs VOO
+309.6%
-120.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | -2.9% | +2.6% | -5.5% | -5.5% |
| 30D | -0.8% | -2.0% | +1.2% | +1.4% |
| 3M | +30.7% | -2.8% | +33.5% | +34.6% |
| 6M | +113.8% | +2.2% | +111.6% | +108.0% |
| YTD | +43.7% | +11.5% | +32.2% | +27.0% |
| 1Y | +79.2% | +13.5% | +65.8% | +55.6% |
| 3Y | +54.1% | +78.1% | -24.0% | -17.0% |
| 5Y | -26.4% | +73.1% | -99.5% | -58.6% |
| All | +189.3% | +309.6% | -120.4% | -31.2% |
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