-98.8%
ATER vs VT
+58.0%
-156.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.5% | +8.4% | +8.8% |
| 7D | +16.4% | -0.1% | +16.6% | +15.5% |
| 30D | +55.5% | -3.1% | +58.5% | +62.2% |
| 3M | +97.9% | -3.5% | +101.4% | +107.4% |
| 6M | -13.6% | +0.5% | -14.1% | -15.2% |
| YTD | +36.5% | +10.8% | +25.7% | +10.5% |
| 1Y | +9.8% | +11.9% | -2.1% | -12.5% |
| 3Y | -75.4% | +73.0% | -148.4% | -91.4% |
| All | -98.8% | +58.0% | -156.7% | -99.3% |
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