-58.1%
ATHR vs VT
+41.1%
-99.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.1% | -5.3% | -7.1% |
| 7D | -9.1% | -4.2% | -4.9% | -6.7% |
| 30D | -22.7% | -5.8% | -16.9% | -20.2% |
| 3M | -37.6% | -5.2% | -32.3% | -35.7% |
| 6M | -41.2% | +0.1% | -41.3% | -41.3% |
| YTD | -61.1% | +8.2% | -69.4% | -63.1% |
| 1Y | -59.0% | +10.1% | -69.1% | -60.8% |
| All | -58.1% | +41.1% | -99.2% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling