-28.3%
ATRC vs VOO
+72.8%
-101.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.2% |
| 7D | -6.9% | -0.6% | -6.3% | -6.1% |
| 30D | +0.8% | -3.6% | +4.5% | +5.3% |
| 3M | +35.1% | -2.7% | +37.8% | +39.4% |
| 6M | +114.1% | +2.2% | +111.8% | +107.3% |
| YTD | +42.2% | +10.9% | +31.3% | +24.4% |
| 1Y | +75.9% | +11.3% | +64.5% | +53.2% |
| 3Y | +60.4% | +76.9% | -16.5% | -22.8% |
| 5Y | -28.3% | +73.5% | -101.8% | -62.7% |
| All | -28.3% | +72.8% | -101.1% | -62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling