-28.7%
ATHM vs VT
+53.2%
-81.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.1% | +5.8% | +6.1% |
| 7D | +13.1% | -4.2% | +17.3% | +18.3% |
| 30D | +10.4% | -5.8% | +16.2% | +17.6% |
| 3M | -0.4% | -5.2% | +4.8% | +5.2% |
| 6M | +29.3% | +0.1% | +29.2% | +28.5% |
| YTD | +6.5% | +8.2% | -1.8% | -3.1% |
| 1Y | -4.5% | +10.1% | -14.6% | -14.9% |
| 3Y | -1.9% | +69.7% | -71.6% | -48.9% |
| 5Y | -28.7% | +53.4% | -82.1% | -53.8% |
| All | -28.7% | +53.2% | -81.9% | -53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling