+1,033.0%
ATO price history and return analytics
+356.5%
+676.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +1.8% | +2.4% | -0.6% | +0.5% |
| 30D | +7.5% | -1.5% | +9.0% | +8.2% |
| 3M | +4.4% | -4.1% | +8.5% | +6.5% |
| 6M | -0.9% | +0.6% | -1.4% | -1.8% |
| YTD | +7.0% | +11.0% | -4.0% | +0.1% |
| 1Y | +1.4% | +13.3% | -12.0% | -6.3% |
| 3Y | +70.6% | +73.4% | -2.8% | +23.0% |
| 5Y | +109.1% | +57.4% | +51.6% | +57.3% |
| 10Y | +216.6% | +221.7% | -5.1% | +55.8% |
| All | +1,033.0% | +356.5% | +676.5% | +316.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling