-99.7%
ATXG vs VOO
+82.4%
-182.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -3.8% |
| 7D | +5.4% | +0.5% | +4.9% | +7.5% |
| 30D | -8.7% | -0.9% | -7.8% | -12.9% |
| 3M | -23.5% | +3.9% | -27.4% | -11.2% |
| 6M | -9.3% | +14.5% | -23.8% | +54.8% |
| YTD | -38.7% | +13.0% | -51.6% | -5.0% |
| 1Y | -56.6% | +19.4% | -76.0% | -16.3% |
| 3Y | -87.0% | +78.9% | -165.8% | +41.8% |
| All | -99.7% | +82.4% | -182.1% | -98.9% |
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