-98.1%
ATRA vs VT
+215.5%
-313.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.5% |
| 7D | -1.7% | -2.3% | +0.6% | +2.3% |
| 30D | -16.0% | -5.0% | -11.1% | -8.2% |
| 3M | -4.6% | -4.9% | +0.3% | +3.9% |
| 6M | +52.8% | -1.5% | +54.4% | +53.8% |
| YTD | -56.5% | +8.5% | -65.0% | -63.4% |
| 1Y | -33.4% | +11.4% | -44.8% | -46.6% |
| 3Y | -76.2% | +70.1% | -146.2% | -90.5% |
| 5Y | -98.3% | +53.7% | -152.0% | -99.1% |
| All | -98.1% | +215.5% | -313.6% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling