-99.3%
ATER vs VT
+147.4%
-246.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -4.2% |
| 7D | +7.4% | -0.3% | +7.7% | +7.7% |
| 30D | +25.8% | -1.4% | +27.2% | +28.0% |
| 3M | +58.1% | -1.4% | +59.5% | +60.5% |
| 6M | -33.9% | +5.5% | -39.3% | -38.3% |
| YTD | +14.9% | +12.8% | +2.1% | -2.6% |
| 1Y | -11.1% | +15.4% | -26.5% | -26.8% |
| 3Y | -79.2% | +76.9% | -156.1% | -89.9% |
| 5Y | -98.9% | +60.4% | -159.3% | -99.4% |
| All | -99.3% | +147.4% | -246.8% | -99.7% |
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