+5.8%
ATTR vs VOO
+11.3%
-5.5%
-1.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -0.4% | -2.0% | +1.5% | 0.0% |
| 30D | -0.1% | -1.7% | +1.6% | +0.3% |
| 3M | +1.8% | +4.7% | -2.9% | +0.8% |
| 6M | +4.1% | +12.6% | -8.5% | +1.3% |
| YTD | +5.2% | +11.8% | -6.6% | +2.4% |
| All | +5.8% | +11.3% | -5.5% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling