+248.0%
ATEN vs VT
+215.5%
+32.5%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.3% | +9.3% |
| 7D | +1.1% | -2.3% | +3.5% | +3.6% |
| 30D | -13.2% | -5.0% | -8.2% | -8.3% |
| 3M | -10.1% | -4.9% | -5.2% | -5.2% |
| 6M | -6.9% | -1.5% | -5.4% | -5.2% |
| YTD | +41.0% | +8.5% | +32.5% | +29.5% |
| 1Y | +40.7% | +11.4% | +29.3% | +25.6% |
| 3Y | +135.0% | +70.1% | +64.9% | +35.7% |
| 5Y | +60.5% | +53.7% | +6.7% | +3.5% |
| All | +248.0% | +215.5% | +32.5% | -1.9% |
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