+79.2%
ATRC vs VOO
+12.1%
+67.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | -2.9% | +2.6% | -5.5% | -4.4% |
| 30D | -0.8% | -2.0% | +1.2% | +0.5% |
| 3M | +30.7% | -2.8% | +33.5% | +32.7% |
| 6M | +113.8% | +2.2% | +111.6% | +112.1% |
| YTD | +43.7% | +11.5% | +32.2% | +34.1% |
| 1Y | +79.2% | +13.5% | +65.8% | +63.0% |
| All | +79.2% | +12.1% | +67.2% | +63.0% |
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