+75.7%
VOO vs ATI
+974.7%
-899.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +0.8% |
| 7D | -0.9% | +4.7% | -5.6% | -1.8% |
| 30D | -2.3% | -0.2% | -2.1% | -2.6% |
| 3M | -1.2% | -18.5% | +17.3% | +2.5% |
| 6M | +3.3% | +16.4% | -13.0% | -0.8% |
| YTD | +12.3% | +63.4% | -51.1% | -0.2% |
| 1Y | +12.5% | +91.5% | -79.0% | -3.3% |
| 3Y | +79.2% | +329.2% | -250.0% | +24.2% |
| 5Y | +75.7% | +966.7% | -891.0% | +1.4% |
| All | +75.7% | +974.7% | -899.0% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling