+469.5%
ATRO vs VT
+75.0%
+394.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +6.0% |
| 6M | +20.5% | +12.0% | +8.5% | +2.5% |
| YTD | +76.2% | +15.3% | +60.8% | +44.2% |
| 1Y | +144.6% | +22.6% | +122.0% | +84.0% |
| All | +469.5% | +75.0% | +394.5% | +145.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling