+151.5%
ATEX vs VT
+74.4%
+77.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.5% | -6.1% | -6.0% |
| 7D | -8.2% | -0.1% | -8.1% | -7.6% |
| 30D | -10.7% | -3.1% | -7.7% | -7.0% |
| 3M | -18.7% | -3.5% | -15.2% | -14.6% |
| 6M | +35.0% | +0.5% | +34.5% | +36.3% |
| YTD | +245.7% | +10.8% | +234.9% | +219.8% |
| 1Y | +316.0% | +11.9% | +304.1% | +280.6% |
| 3Y | +151.5% | +73.0% | +78.5% | +22.8% |
| All | +151.5% | +74.4% | +77.0% | +22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling