+125.8%
ATMU vs VT
+86.4%
+39.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +1.3% | +0.4% | +0.8% | +0.7% |
| 30D | -10.6% | +1.0% | -11.6% | -11.7% |
| 3M | +2.5% | +2.4% | +0.1% | -0.4% |
| 6M | -24.0% | +12.0% | -36.0% | -33.8% |
| YTD | -6.6% | +15.3% | -21.9% | -21.6% |
| 1Y | +6.5% | +22.6% | -16.1% | -16.9% |
| 3Y | +110.1% | +74.7% | +35.4% | +7.1% |
| All | +125.8% | +86.4% | +39.3% | +19.1% |
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