-30.3%
ATRC vs VOO
+82.3%
-112.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.8% | +4.9% |
| 7D | +9.8% | +0.5% | +9.3% | +9.1% |
| 30D | +29.8% | -0.9% | +30.7% | +31.2% |
| 3M | +99.6% | +3.9% | +95.7% | +89.9% |
| 6M | +79.0% | +14.5% | +64.4% | +50.7% |
| YTD | +35.8% | +13.0% | +22.9% | +16.2% |
| 1Y | +49.2% | +19.4% | +29.8% | +19.2% |
| 3Y | +29.1% | +78.9% | -49.7% | -38.8% |
| 5Y | -30.3% | +82.3% | -112.6% | -65.7% |
| All | -30.3% | +82.3% | -112.6% | -65.7% |
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