+90.4%
ATAT vs VT
+75.0%
+15.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -3.2% | +0.4% | -3.7% | -3.6% |
| 30D | -1.4% | +1.0% | -2.4% | -2.1% |
| 3M | +2.6% | +2.4% | +0.2% | +0.4% |
| 6M | -4.3% | +12.0% | -16.3% | -14.0% |
| YTD | -11.4% | +15.3% | -26.7% | -22.3% |
| 1Y | -9.5% | +22.6% | -32.1% | -24.7% |
| All | +90.4% | +75.0% | +15.4% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling