-99.5%
ATER vs VT
+152.9%
-252.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +60.1% | +0.4% | +59.7% | +59.4% |
| 30D | +23.7% | +1.0% | +22.7% | +22.4% |
| 3M | -42.0% | +2.4% | -44.4% | -43.4% |
| 6M | +11.6% | +12.0% | -0.4% | -4.2% |
| YTD | -10.1% | +15.3% | -25.4% | -25.6% |
| 1Y | -34.2% | +22.6% | -56.8% | -49.5% |
| 3Y | -85.4% | +74.7% | -160.1% | -92.8% |
| 5Y | -99.2% | +66.1% | -165.4% | -99.6% |
| All | -99.5% | +152.9% | -252.4% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling