-99.9%
ATPC vs VT
+69.4%
-169.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.4% | -4.1% | -9.3% | -13.5% |
| 7D | -20.1% | -4.2% | -16.0% | -20.3% |
| 30D | -38.0% | -5.8% | -32.2% | -38.4% |
| 3M | -48.4% | -5.2% | -43.2% | -48.7% |
| 6M | -54.6% | +0.1% | -54.7% | -53.9% |
| YTD | -75.9% | +8.2% | -84.1% | -73.9% |
| 1Y | -97.9% | +10.1% | -108.0% | -97.6% |
| All | -99.9% | +69.4% | -169.3% | -99.9% |
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