-99.3%
ATER vs VT
+143.5%
-242.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.5% |
| 7D | +3.0% | +2.4% | +0.7% | -0.1% |
| 30D | +47.0% | -1.5% | +48.5% | +48.9% |
| 3M | +81.6% | -4.1% | +85.7% | +90.0% |
| 6M | -17.1% | +0.6% | -17.6% | -18.0% |
| YTD | +26.3% | +11.0% | +15.3% | +8.6% |
| 1Y | +6.2% | +13.3% | -7.2% | -11.0% |
| 3Y | -77.1% | +73.4% | -150.5% | -88.7% |
| 5Y | -98.9% | +57.4% | -156.3% | -99.3% |
| All | -99.3% | +143.5% | -242.8% | -99.6% |
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