+92.8%
ATMP vs VT
+73.6%
+19.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.8% | -1.6% | +0.9% | -0.1% |
| 30D | +3.1% | -2.5% | +5.6% | +4.2% |
| 3M | +0.2% | -1.3% | +1.5% | +0.6% |
| 6M | +4.4% | +3.1% | +1.3% | +2.1% |
| YTD | +28.5% | +10.9% | +17.6% | +20.1% |
| 1Y | +35.1% | +12.1% | +23.1% | +25.4% |
| All | +92.8% | +73.6% | +19.3% | +34.6% |
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