+59.3%
ATEN vs VT
+53.4%
+5.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.3% | +9.3% |
| 7D | +1.1% | -2.3% | +3.5% | +3.8% |
| 30D | -13.2% | -5.0% | -8.2% | -8.0% |
| 3M | -10.1% | -4.9% | -5.2% | -4.9% |
| 6M | -6.9% | -1.5% | -5.4% | -5.1% |
| YTD | +41.0% | +8.5% | +32.5% | +28.8% |
| 1Y | +40.7% | +11.4% | +29.3% | +24.6% |
| 3Y | +135.0% | +70.1% | +64.9% | +29.8% |
| All | +59.3% | +53.4% | +5.9% | +7.4% |
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 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