-81.5%
ATEC vs VT
+374.2%
-455.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.1% | +0.4% | -0.3% | -0.4% |
| 30D | -1.3% | +1.0% | -2.2% | -2.3% |
| 3M | +19.3% | +2.4% | +16.9% | +15.7% |
| 6M | -27.3% | +12.0% | -39.3% | -37.2% |
| YTD | -55.1% | +15.3% | -70.4% | -62.6% |
| 1Y | -42.9% | +22.6% | -65.5% | -55.6% |
| 3Y | -41.8% | +74.7% | -116.5% | -69.9% |
| 5Y | -37.5% | +66.1% | -103.6% | -64.6% |
| 10Y | +110.5% | +225.0% | -114.5% | -41.0% |
| All | -81.5% | +374.2% | -455.7% | -96.4% |
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 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