-82.6%
ATNM vs VT
+53.4%
-136.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.2% | +9.8% | +9.7% |
| 7D | -3.4% | -2.3% | -1.1% | -0.3% |
| 30D | +33.6% | -5.0% | +38.6% | +42.3% |
| 3M | +81.7% | -4.9% | +86.6% | +93.2% |
| 6M | +15.3% | -1.5% | +16.9% | +16.4% |
| YTD | +5.1% | +8.5% | -3.3% | -7.4% |
| 1Y | +8.3% | +11.4% | -3.0% | -8.2% |
| 3Y | -68.6% | +70.1% | -138.6% | -82.7% |
| All | -82.6% | +53.4% | -136.0% | -88.1% |
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 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