+191.8%
ATAT vs VT
+85.8%
+106.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +4.0% |
| 7D | +7.5% | -4.2% | +11.7% | +11.7% |
| 30D | +9.0% | -5.8% | +14.8% | +15.2% |
| 3M | +0.8% | -5.2% | +6.0% | +5.9% |
| 6M | -6.0% | +0.1% | -6.2% | -7.5% |
| YTD | -9.5% | +8.2% | -17.7% | -18.2% |
| 1Y | -10.7% | +10.1% | -20.8% | -20.8% |
| 3Y | +91.8% | +69.7% | +22.1% | -2.6% |
| All | +191.8% | +85.8% | +106.1% | +28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling