+197.2%
ATS vs VOO
+777.9%
-580.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.2% |
| 7D | -7.7% | -2.7% | -5.0% | -6.4% |
| 30D | -4.4% | -5.4% | +1.0% | -1.4% |
| 3M | -17.3% | -4.1% | -13.3% | -15.4% |
| 6M | -50.1% | +0.7% | -50.9% | -50.3% |
| YTD | -38.4% | +8.7% | -47.1% | -41.1% |
| 1Y | -39.7% | +11.0% | -50.7% | -43.0% |
| 3Y | -50.8% | +75.5% | -126.2% | -62.4% |
| 5Y | -56.0% | +68.4% | -124.3% | -66.1% |
| 10Y | +105.0% | +315.7% | -210.7% | +16.1% |
| All | +197.2% | +777.9% | -580.7% | +38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling