-33.9%
ATER vs VT
+5.0%
-38.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -4.1% |
| 7D | +7.4% | -0.3% | +7.7% | +7.8% |
| 30D | +25.8% | -1.4% | +27.2% | +28.2% |
| 3M | +58.1% | -1.4% | +59.5% | +60.7% |
| 6M | -33.9% | +5.5% | -39.3% | -36.0% |
| All | -33.9% | +5.0% | -38.8% | -36.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling