+520.2%
ATKR vs VT
+232.4%
+287.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +1.0% | +1.5% |
| 7D | +0.1% | -1.9% | +2.0% | +3.0% |
| 30D | +0.5% | -0.1% | +0.6% | +0.4% |
| 3M | +25.3% | +3.7% | +21.6% | +18.2% |
| 6M | +42.9% | +6.0% | +36.8% | +30.4% |
| YTD | +52.1% | +12.1% | +40.0% | +27.4% |
| 1Y | +45.6% | +15.8% | +29.8% | +16.5% |
| 3Y | -28.2% | +76.3% | -104.5% | -69.1% |
| 5Y | +12.9% | +64.3% | -51.3% | -43.8% |
| 10Y | +415.0% | +223.8% | +191.1% | +25.7% |
| All | +520.2% | +232.4% | +287.9% | +47.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling