+313.3%
ATEX vs VT
+10.5%
+302.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.2% | +8.3% | +8.2% |
| 7D | -18.0% | -2.3% | -15.7% | -14.4% |
| 30D | -8.4% | -5.0% | -3.4% | -0.1% |
| 3M | -25.9% | -4.9% | -21.0% | -19.0% |
| 6M | +43.2% | -1.5% | +44.8% | +49.4% |
| YTD | +240.6% | +8.5% | +232.1% | +237.1% |
| 1Y | +313.3% | +11.4% | +302.0% | +313.6% |
| All | +313.3% | +10.5% | +302.8% | +313.6% |
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