-95.4%
ATOS price history and return analytics
+66.2%
-161.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -2.3% | +0.4% | -2.8% | -2.8% |
| 30D | +5.4% | +1.0% | +4.5% | +4.3% |
| 3M | -48.0% | +2.4% | -50.4% | -50.6% |
| 6M | -48.8% | +12.0% | -60.8% | -56.9% |
| YTD | -71.5% | +15.3% | -86.9% | -77.1% |
| 1Y | -78.2% | +22.6% | -100.8% | -83.8% |
| 3Y | -79.0% | +74.7% | -153.7% | -89.9% |
| All | -95.4% | +66.2% | -161.6% | -97.4% |
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