+317.6%
VOO vs ATI
+1,154.1%
-836.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -0.8% | -5.6% | +4.9% | +0.3% |
| 30D | -1.1% | -13.7% | +12.7% | +1.6% |
| 3M | +3.9% | -0.4% | +4.3% | +3.6% |
| 6M | +13.6% | +26.2% | -12.6% | +7.9% |
| YTD | +12.7% | +73.2% | -60.5% | +0.8% |
| 1Y | +17.6% | +161.6% | -144.0% | -3.0% |
| 3Y | +77.3% | +346.2% | -268.9% | +28.7% |
| 5Y | +84.1% | +1,047.6% | -963.5% | +10.2% |
| All | +317.6% | +1,154.1% | -836.5% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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