+277.4%
ATEN vs VT
+223.7%
+53.7%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.6% | +6.7% | +6.6% |
| 7D | +15.1% | +0.4% | +14.7% | +14.8% |
| 30D | -8.7% | -2.6% | -6.1% | -5.9% |
| 3M | +1.0% | -3.2% | +4.3% | +4.9% |
| 6M | -2.2% | +0.9% | -3.2% | -2.8% |
| YTD | +54.1% | +11.3% | +42.8% | +38.0% |
| 1Y | +58.7% | +14.0% | +44.7% | +38.5% |
| 3Y | +132.1% | +75.8% | +56.3% | +29.7% |
| 5Y | +75.7% | +57.8% | +17.8% | +10.4% |
| 10Y | +277.4% | +219.8% | +57.6% | +6.1% |
| All | +277.4% | +223.7% | +53.7% | +6.1% |
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