-87.0%
ATXG vs VOO
+79.1%
-166.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.1% |
| 7D | +5.4% | +0.5% | +4.9% | +5.3% |
| 30D | -8.7% | -0.9% | -7.8% | -8.5% |
| 3M | -23.5% | +3.9% | -27.4% | -24.4% |
| 6M | -9.3% | +14.5% | -23.8% | -14.1% |
| YTD | -38.7% | +13.0% | -51.6% | -41.7% |
| 1Y | -56.6% | +19.4% | -76.0% | -59.2% |
| 3Y | -87.0% | +78.9% | -165.8% | -88.0% |
| All | -87.0% | +79.1% | -166.1% | -88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling