+201.7%
ATO vs VT
+215.5%
-13.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +0.5% | -2.3% | +2.8% | +1.6% |
| 30D | +8.8% | -5.0% | +13.8% | +11.5% |
| 3M | +1.3% | -4.9% | +6.2% | +3.7% |
| 6M | -5.1% | -1.5% | -3.6% | -5.0% |
| YTD | +5.1% | +8.5% | -3.4% | -0.4% |
| 1Y | +1.0% | +11.4% | -10.4% | -5.8% |
| 3Y | +68.3% | +70.1% | -1.8% | +21.0% |
| 5Y | +108.6% | +53.7% | +54.8% | +57.5% |
| All | +201.7% | +215.5% | -13.8% | +27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling