+193.9%
ATRO vs VT
+224.5%
-30.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.4% |
| 7D | +0.7% | +0.4% | +0.3% | 0.0% |
| 30D | -1.1% | +1.0% | -2.1% | -2.3% |
| 3M | +9.4% | +2.4% | +7.0% | +6.1% |
| 6M | +20.5% | +12.0% | +8.5% | +2.7% |
| YTD | +76.2% | +15.3% | +60.8% | +44.0% |
| 1Y | +144.6% | +22.6% | +122.0% | +82.4% |
| 3Y | +442.9% | +74.7% | +368.2% | +136.6% |
| 5Y | +598.0% | +66.1% | +531.8% | +231.1% |
| All | +193.9% | +224.5% | -30.5% | -40.1% |
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 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