-50.2%
ATS vs VOO
+78.4%
-128.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.2% | +1.3% |
| 7D | -6.5% | +0.1% | -6.6% | -7.1% |
| 30D | +0.5% | -3.3% | +3.8% | +5.0% |
| 3M | -16.0% | -2.4% | -13.6% | -13.5% |
| 6M | -49.9% | +2.6% | -52.5% | -51.9% |
| YTD | -35.6% | +11.3% | -46.9% | -44.9% |
| 1Y | -33.9% | +13.4% | -47.3% | -44.9% |
| 3Y | -50.2% | +80.3% | -130.4% | -80.1% |
| All | -50.2% | +78.4% | -128.6% | -80.1% |
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