+45.8%
ATRO vs VT
+10.5%
+35.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.2% | +3.0% |
| 7D | -7.9% | -2.3% | -5.6% | -3.5% |
| 30D | -15.3% | -5.0% | -10.4% | -6.0% |
| 3M | -28.1% | -4.9% | -23.2% | -19.7% |
| 6M | -12.3% | -1.5% | -10.8% | -9.1% |
| YTD | +26.4% | +8.5% | +17.9% | +8.2% |
| 1Y | +45.8% | +11.4% | +34.4% | +18.2% |
| All | +45.8% | +10.5% | +35.3% | +18.2% |
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 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