+98.4%
ATAT vs VT
+69.4%
+29.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +3.2% |
| 7D | +7.5% | -4.2% | +11.7% | +10.8% |
| 30D | +9.0% | -5.8% | +14.8% | +13.8% |
| 3M | +0.8% | -5.2% | +6.0% | +4.8% |
| 6M | -6.0% | +0.1% | -6.2% | -7.2% |
| YTD | -9.5% | +8.2% | -17.7% | -16.6% |
| 1Y | -10.7% | +10.1% | -20.8% | -18.9% |
| All | +98.4% | +69.4% | +29.0% | +19.2% |
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