-75.9%
ATRA vs VT
+69.4%
-145.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | +1.6% |
| 7D | -6.7% | -4.2% | -2.5% | 0.0% |
| 30D | -18.4% | -5.8% | -12.6% | -10.1% |
| 3M | -6.8% | -5.2% | -1.5% | +1.5% |
| 6M | +67.2% | +0.1% | +67.1% | +62.8% |
| YTD | -56.0% | +8.2% | -64.2% | -63.5% |
| 1Y | -26.0% | +10.1% | -36.1% | -40.7% |
| All | -75.9% | +69.4% | -145.2% | -97.8% |
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