+203.3%
ATS vs VOO
+775.2%
-571.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +2.9% | +1.1% |
| 7D | -9.3% | -4.7% | -4.6% | -6.8% |
| 30D | -5.1% | -5.9% | +0.8% | -1.8% |
| 3M | -38.0% | -4.5% | -33.5% | -36.4% |
| 6M | -49.5% | +1.9% | -51.4% | -50.0% |
| YTD | -37.1% | +8.4% | -45.5% | -39.7% |
| 1Y | -41.4% | +9.5% | -50.9% | -44.1% |
| 3Y | -49.7% | +75.3% | -124.9% | -61.6% |
| 5Y | -55.1% | +67.9% | -122.9% | -65.3% |
| 10Y | +109.2% | +314.4% | -205.3% | +18.7% |
| All | +203.3% | +775.2% | -571.9% | +41.5% |
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