+116.8%
ATMU price history and return analytics
+84.3%
+32.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.3% |
| 7D | -1.8% | -0.1% | -1.7% | -1.6% |
| 30D | -6.3% | -0.7% | -5.7% | -5.5% |
| 3M | -3.9% | +4.0% | -7.9% | -8.4% |
| 6M | -20.1% | +12.3% | -32.4% | -30.7% |
| YTD | -10.3% | +14.0% | -24.3% | -23.6% |
| 1Y | +2.6% | +20.3% | -17.7% | -18.1% |
| 3Y | +107.0% | +75.4% | +31.5% | +6.4% |
| All | +116.8% | +84.3% | +32.5% | +16.0% |
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 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