+136.2%
ATEC vs VT
+224.5%
-88.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.1% | +0.4% | -0.3% | -0.5% |
| 30D | -1.3% | +1.0% | -2.2% | -2.4% |
| 3M | +19.3% | +2.4% | +16.9% | +15.3% |
| 6M | -27.3% | +12.0% | -39.3% | -38.4% |
| YTD | -55.1% | +15.3% | -70.4% | -63.5% |
| 1Y | -42.9% | +22.6% | -65.5% | -57.1% |
| 3Y | -41.8% | +74.7% | -116.5% | -72.9% |
| 5Y | -37.5% | +66.1% | -103.6% | -67.9% |
| All | +136.2% | +224.5% | -88.2% | -40.7% |
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 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