+613.1%
ATRC vs VOO
+803.9%
-190.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.3% |
| 7D | -8.6% | +3.3% | -11.9% | -11.8% |
| 30D | -1.6% | -2.7% | +1.1% | +1.5% |
| 3M | +28.5% | -1.7% | +30.3% | +31.0% |
| 6M | +109.7% | +3.1% | +106.6% | +101.8% |
| YTD | +41.5% | +11.9% | +29.6% | +24.0% |
| 1Y | +69.3% | +12.1% | +57.3% | +48.3% |
| 3Y | +59.6% | +78.6% | -19.0% | -16.2% |
| 5Y | -27.5% | +73.8% | -101.3% | -60.1% |
| 10Y | +180.6% | +312.3% | -131.7% | -40.9% |
| All | +613.1% | +803.9% | -190.7% | -30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling