-89.3%
ATOM vs VT
+57.4%
-146.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | -1.4% |
| 7D | -1.4% | +0.4% | -1.8% | -2.5% |
| 30D | -23.6% | -2.6% | -21.0% | -18.1% |
| 3M | -42.0% | -3.2% | -38.7% | -36.5% |
| 6M | -62.2% | +0.9% | -63.1% | -61.3% |
| YTD | +43.9% | +11.3% | +32.6% | +17.6% |
| 1Y | +17.8% | +14.0% | +3.8% | -9.3% |
| 3Y | -39.2% | +75.8% | -115.0% | -81.8% |
| 5Y | -89.3% | +57.8% | -147.1% | -95.2% |
| All | -89.3% | +57.4% | -146.7% | -95.2% |
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 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