-100.0%
ATXG vs VOO
+216.9%
-316.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +5.3% |
| 7D | -11.0% | +2.6% | -13.6% | -5.6% |
| 30D | -19.0% | -2.0% | -17.0% | -23.3% |
| 3M | -38.6% | -2.8% | -35.9% | -43.3% |
| 6M | -51.5% | +2.2% | -53.7% | -49.8% |
| YTD | -58.7% | +11.5% | -70.2% | -49.0% |
| 1Y | -65.5% | +13.5% | -79.0% | -56.0% |
| 3Y | -85.4% | +78.1% | -163.5% | -45.3% |
| 5Y | -99.8% | +73.1% | -172.9% | -99.0% |
| All | -100.0% | +216.9% | -316.8% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling