-83.8%
ATOS vs VT
+10.7%
-94.5%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | -3.1% |
| 7D | -9.4% | -4.2% | -5.2% | -7.7% |
| 30D | -17.6% | -5.8% | -11.8% | -15.4% |
| 3M | -15.5% | -5.2% | -10.2% | -13.4% |
| 6M | -63.8% | +0.1% | -63.9% | -64.2% |
| YTD | -77.2% | +8.2% | -85.4% | -80.6% |
| 1Y | -83.8% | +10.1% | -93.9% | -86.5% |
| All | -83.8% | +10.7% | -94.5% | -86.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling