-64.7%
ATNM vs VT
+74.5%
-139.3%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.0% |
| 7D | +22.3% | +2.9% | +19.4% | +17.0% |
| 30D | +59.0% | -2.5% | +61.5% | +65.5% |
| 3M | +93.7% | -3.3% | +97.0% | +104.1% |
| 6M | +22.3% | +1.5% | +20.8% | +16.9% |
| YTD | +16.9% | +11.4% | +5.6% | -7.2% |
| 1Y | +22.3% | +11.9% | +10.4% | -4.3% |
| All | -64.7% | +74.5% | -139.3% | -89.7% |
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