-36.0%
ATEC vs VT
+59.7%
-95.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +1.7% | +9.1% | +8.6% |
| 7D | -27.7% | -0.3% | -27.4% | -26.4% |
| 30D | -22.8% | -1.4% | -21.3% | -20.2% |
| 3M | -20.0% | -1.4% | -18.6% | -17.2% |
| 6M | -19.8% | +5.5% | -25.3% | -25.6% |
| YTD | -60.6% | +12.8% | -73.5% | -66.5% |
| 1Y | -57.4% | +15.4% | -72.8% | -64.8% |
| 3Y | -20.1% | +76.9% | -96.9% | -65.0% |
| All | -36.0% | +59.7% | -95.7% | -64.2% |
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 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