+121.2%
ATS vs VOO
+306.9%
-185.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.4% | -2.5% |
| 7D | -9.0% | -0.6% | -8.4% | -8.8% |
| 30D | -2.3% | -3.6% | +1.4% | +0.2% |
| 3M | -12.6% | -2.7% | -9.8% | -10.9% |
| 6M | -51.2% | +2.2% | -53.5% | -52.0% |
| YTD | -37.4% | +10.9% | -48.3% | -41.5% |
| 1Y | -37.1% | +11.3% | -48.4% | -41.3% |
| 3Y | -53.4% | +76.9% | -130.3% | -66.6% |
| 5Y | -57.1% | +73.5% | -130.6% | -69.2% |
| 10Y | +121.2% | +307.7% | -186.5% | +31.2% |
| All | +121.2% | +306.9% | -185.7% | +31.2% |
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