+139.9%
ATS vs VOO
+314.0%
-174.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.7% |
| 7D | +5.1% | +0.5% | +4.5% | +4.7% |
| 30D | -8.0% | -0.9% | -7.1% | -7.4% |
| 3M | -28.9% | +3.9% | -32.7% | -30.6% |
| 6M | -35.7% | +14.5% | -50.3% | -41.2% |
| YTD | -29.4% | +13.0% | -42.4% | -34.8% |
| 1Y | -29.4% | +19.4% | -48.9% | -37.0% |
| 3Y | -54.4% | +78.9% | -133.3% | -67.4% |
| 5Y | -45.9% | +82.3% | -128.2% | -62.0% |
| 10Y | +139.9% | +314.2% | -174.3% | +40.0% |
| All | +139.9% | +314.0% | -174.1% | +40.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling