+97.3%
ATO vs VT
+66.2%
+31.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.5% | +0.4% | +0.1% | +0.4% |
| 30D | -2.1% | +1.0% | -3.1% | -2.5% |
| 3M | +0.4% | +2.4% | -2.0% | -0.6% |
| 6M | -9.2% | +12.0% | -21.2% | -13.3% |
| YTD | +1.7% | +15.3% | -13.6% | -4.1% |
| 1Y | +4.0% | +22.6% | -18.5% | -4.6% |
| 3Y | +56.1% | +74.7% | -18.6% | +20.2% |
| All | +97.3% | +66.2% | +31.1% | +44.8% |
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