+305.2%
ATEX vs VT
+15.2%
+290.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.7% | -7.1% | -7.9% |
| 7D | -11.6% | -0.3% | -11.3% | -11.3% |
| 30D | -9.2% | -1.4% | -7.7% | -7.0% |
| 3M | -26.9% | -1.4% | -25.5% | -25.0% |
| 6M | +60.7% | +5.5% | +55.3% | +52.4% |
| YTD | +256.2% | +12.8% | +243.4% | +227.0% |
| 1Y | +305.2% | +15.4% | +289.8% | +272.9% |
| All | +305.2% | +15.2% | +290.0% | +272.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling