-100.0%
ATPC vs VT
+76.2%
-176.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | +0.4% | 0.0% | +0.6% |
| 30D | -4.4% | +1.0% | -5.4% | -4.1% |
| 3M | -33.6% | +2.4% | -36.0% | -33.7% |
| 6M | +19.5% | +12.0% | +7.5% | +30.7% |
| YTD | -55.3% | +15.3% | -70.7% | -50.5% |
| 1Y | -96.4% | +22.6% | -119.0% | -95.7% |
| All | -100.0% | +76.2% | -176.2% | -100.0% |
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 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