+123.4%
ATMU vs VT
+82.4%
+41.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -2.1% |
| 7D | +6.1% | -0.3% | +6.4% | +6.4% |
| 30D | +3.6% | -1.4% | +5.0% | +5.4% |
| 3M | -13.1% | -1.4% | -11.7% | -11.6% |
| 6M | -5.4% | +5.5% | -10.9% | -11.4% |
| YTD | -7.6% | +12.8% | -20.4% | -20.2% |
| 1Y | +4.9% | +15.4% | -10.6% | -11.9% |
| 3Y | +138.1% | +76.9% | +61.3% | +24.3% |
| All | +123.4% | +82.4% | +41.0% | +21.1% |
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