-50.8%
ATS vs VOO
+75.5%
-126.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.4% |
| 7D | -7.7% | -2.7% | -5.0% | -4.7% |
| 30D | -4.4% | -5.4% | +1.0% | +2.8% |
| 3M | -17.3% | -4.1% | -13.3% | -12.8% |
| 6M | -50.1% | +0.7% | -50.9% | -51.0% |
| YTD | -38.4% | +8.7% | -47.1% | -45.6% |
| 1Y | -39.7% | +11.0% | -50.7% | -48.3% |
| 3Y | -50.8% | +75.5% | -126.2% | -80.3% |
| All | -50.8% | +75.5% | -126.3% | -80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling