+126.3%
ATS vs VOO
+314.4%
-188.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +1.4% |
| 7D | +0.5% | -0.9% | +1.4% | +1.1% |
| 30D | +0.4% | -2.3% | +2.7% | +2.0% |
| 3M | -13.4% | -1.2% | -12.3% | -12.8% |
| 6M | -48.5% | +3.3% | -51.8% | -49.6% |
| YTD | -35.9% | +12.3% | -48.2% | -40.6% |
| 1Y | -35.7% | +12.5% | -48.2% | -40.5% |
| 3Y | -52.3% | +79.2% | -131.5% | -66.1% |
| 5Y | -55.5% | +75.7% | -131.1% | -68.3% |
| 10Y | +126.3% | +313.7% | -187.4% | +33.5% |
| All | +126.3% | +314.4% | -188.1% | +33.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling