-98.2%
ATRA vs VT
+57.4%
-155.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | -1.2% |
| 7D | -3.5% | +0.4% | -3.9% | -4.4% |
| 30D | -13.7% | -2.6% | -11.1% | -9.1% |
| 3M | -3.2% | -3.2% | 0.0% | +3.0% |
| 6M | -1.9% | +0.9% | -2.9% | -5.2% |
| YTD | -54.8% | +11.3% | -66.1% | -65.4% |
| 1Y | -30.7% | +14.0% | -44.7% | -49.7% |
| 3Y | +36.3% | +75.8% | -39.5% | -63.7% |
| 5Y | -98.2% | +57.8% | -156.0% | -99.3% |
| All | -98.2% | +57.4% | -155.5% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling