+82.3%
VOO vs ATI
+1,086.3%
-1,004.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.4% | +2.4% | -2.8% | -0.8% |
| 30D | -1.4% | -9.5% | +8.1% | +0.5% |
| 3M | +3.7% | +10.4% | -6.7% | +1.2% |
| 6M | +13.0% | +31.8% | -18.8% | +5.9% |
| YTD | +12.4% | +80.0% | -67.5% | -1.3% |
| 1Y | +18.6% | +175.8% | -157.2% | -5.0% |
| 3Y | +78.1% | +364.2% | -286.2% | +23.1% |
| 5Y | +82.3% | +1,076.9% | -994.6% | +6.4% |
| All | +82.3% | +1,086.3% | -1,004.1% | +6.4% |
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