-95.0%
ATOS vs VT
+60.6%
-155.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +1.7% | -10.7% | -11.1% |
| 7D | -10.5% | -0.3% | -10.2% | -10.4% |
| 30D | -13.5% | -1.4% | -12.0% | -12.5% |
| 3M | -8.2% | -1.4% | -6.8% | -7.1% |
| 6M | -63.8% | +5.5% | -69.3% | -67.2% |
| YTD | -76.0% | +12.8% | -88.9% | -80.3% |
| 1Y | -83.4% | +15.4% | -98.8% | -86.7% |
| 3Y | -79.8% | +76.9% | -156.7% | -90.4% |
| 5Y | -95.0% | +60.4% | -155.4% | -97.1% |
| All | -95.0% | +60.6% | -155.6% | -97.1% |
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