+377.9%
ATRO vs VT
+73.6%
+304.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.5% |
| 7D | +0.2% | -1.6% | +1.8% | +3.0% |
| 30D | -10.7% | -2.5% | -8.2% | -6.7% |
| 3M | -14.4% | -1.3% | -13.1% | -11.8% |
| 6M | +7.2% | +3.1% | +4.1% | +3.4% |
| YTD | +40.7% | +10.9% | +29.8% | +22.6% |
| 1Y | +56.6% | +12.1% | +44.5% | +34.6% |
| All | +377.9% | +73.6% | +304.3% | +76.7% |
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