+111.5%
ATMU price history and return analytics
+76.6%
+34.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.2% |
| 7D | +2.7% | +1.0% | +1.7% | +1.4% |
| 30D | -7.2% | -0.2% | -7.0% | -6.8% |
| 3M | +2.9% | +4.5% | -1.6% | -2.8% |
| 6M | -19.0% | +14.1% | -33.0% | -31.6% |
| YTD | -8.3% | +14.8% | -23.1% | -23.2% |
| 1Y | +3.1% | +21.2% | -18.1% | -19.4% |
| 3Y | +111.5% | +76.6% | +34.9% | -4.0% |
| All | +111.5% | +76.6% | +34.9% | -4.0% |
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