+156.8%
ATMU price history and return analytics
+79.9%
+76.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +2.6% | +6.1% | +5.4% |
| 7D | +15.4% | +0.4% | +15.0% | +14.9% |
| 30D | +28.4% | -2.6% | +31.0% | +32.7% |
| 3M | +7.6% | -3.2% | +10.8% | +12.2% |
| 6M | -0.9% | +0.9% | -1.8% | -1.9% |
| YTD | +6.3% | +11.3% | -5.1% | -6.7% |
| 1Y | +15.3% | +14.0% | +1.3% | -1.6% |
| 3Y | +194.8% | +75.8% | +118.9% | +55.4% |
| All | +156.8% | +79.9% | +76.9% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling