+814.4%
VOO vs ATI
+372.5%
+441.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.6% |
| 7D | +3.3% | +13.0% | -9.7% | +1.0% |
| 30D | -2.7% | +0.2% | -2.9% | -3.0% |
| 3M | -1.7% | -17.5% | +15.7% | +1.3% |
| 6M | +3.1% | +18.1% | -15.0% | -0.9% |
| YTD | +11.9% | +65.7% | -53.8% | +0.6% |
| 1Y | +12.1% | +91.9% | -79.9% | -2.0% |
| 3Y | +78.6% | +335.2% | -256.7% | +30.5% |
| 5Y | +73.8% | +1,004.3% | -930.5% | +5.0% |
| 10Y | +312.3% | +1,019.2% | -707.0% | +121.1% |
| All | +814.4% | +372.5% | +441.8% | +433.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling