+556.3%
ATRC vs VOO
+817.1%
-260.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.4% |
| 7D | +6.1% | +0.1% | +6.0% | +6.0% |
| 30D | +31.0% | +0.1% | +30.9% | +30.9% |
| 3M | +88.9% | +2.0% | +86.9% | +83.9% |
| 6M | +66.2% | +13.0% | +53.2% | +44.2% |
| YTD | +30.2% | +13.6% | +16.6% | +12.3% |
| 1Y | +44.5% | +20.1% | +24.4% | +17.3% |
| 3Y | +12.7% | +77.6% | -64.9% | -40.5% |
| 5Y | -32.5% | +82.4% | -115.0% | -64.7% |
| 10Y | +224.2% | +316.8% | -92.6% | -32.4% |
| All | +556.3% | +817.1% | -260.8% | -36.6% |
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