+244.1%
ATS vs VOO
+817.1%
-573.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | -29.7% | +0.1% | -29.8% | -29.7% |
| 3M | -30.5% | +2.0% | -32.5% | -31.1% |
| 6M | -39.1% | +13.0% | -52.1% | -43.1% |
| YTD | -28.6% | +13.6% | -42.2% | -33.4% |
| 1Y | -28.3% | +20.1% | -48.4% | -35.0% |
| 3Y | -56.3% | +77.6% | -133.9% | -67.0% |
| 5Y | -47.7% | +82.4% | -130.2% | -61.2% |
| 10Y | +142.6% | +316.8% | -174.3% | +35.8% |
| All | +244.1% | +817.1% | -573.0% | +56.4% |
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