-97.5%
ATRA vs VT
+66.2%
-163.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.5% |
| 7D | +6.1% | +0.4% | +5.6% | +5.2% |
| 30D | +14.3% | +1.0% | +13.3% | +12.1% |
| 3M | -5.0% | +2.4% | -7.3% | -9.9% |
| 6M | +81.1% | +12.0% | +69.1% | +40.6% |
| YTD | -46.0% | +15.3% | -61.4% | -61.2% |
| 1Y | -23.7% | +22.6% | -46.3% | -51.8% |
| 3Y | -74.8% | +74.7% | -149.5% | -92.4% |
| All | -97.5% | +66.2% | -163.6% | -99.1% |
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