+350.6%
ATEX vs VT
+11.9%
+338.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.6% | +8.7% | +9.1% |
| 7D | +20.7% | +2.9% | +17.8% | +15.3% |
| 30D | -2.6% | -2.5% | -0.1% | +2.0% |
| 3M | -6.9% | -3.3% | -3.6% | -1.0% |
| 6M | +52.4% | +1.5% | +50.9% | +51.8% |
| YTD | +278.8% | +11.4% | +267.4% | +259.7% |
| 1Y | +350.6% | +11.9% | +338.7% | +327.6% |
| All | +350.6% | +11.9% | +338.8% | +327.6% |
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