+512.4%
ATKR vs VT
+241.9%
+270.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.2% | +0.4% | -0.3% | -0.5% |
| 30D | +0.4% | +1.0% | -0.5% | -1.2% |
| 3M | +10.8% | +2.4% | +8.4% | +7.4% |
| 6M | +49.8% | +12.0% | +37.8% | +26.7% |
| YTD | +50.2% | +15.3% | +34.8% | +21.5% |
| 1Y | +64.0% | +22.6% | +41.4% | +21.5% |
| 3Y | -38.0% | +74.7% | -112.6% | -72.6% |
| 5Y | +8.0% | +66.1% | -58.2% | -46.6% |
| 10Y | +441.6% | +225.0% | +216.6% | +30.1% |
| All | +512.4% | +241.9% | +270.5% | +40.6% |
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 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