-97.0%
ATRA vs VT
+249.4%
-346.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | +2.0% |
| 7D | -6.7% | -4.2% | -2.5% | +0.4% |
| 30D | -18.4% | -5.8% | -12.6% | -9.5% |
| 3M | -6.8% | -5.2% | -1.5% | +2.0% |
| 6M | +67.2% | +0.1% | +67.1% | +63.7% |
| YTD | -56.0% | +8.2% | -64.2% | -62.7% |
| 1Y | -26.0% | +10.1% | -36.1% | -39.1% |
| 3Y | -75.3% | +69.7% | -145.0% | -89.8% |
| 5Y | -98.2% | +53.4% | -151.6% | -99.1% |
| 10Y | -97.9% | +219.2% | -317.1% | -99.6% |
| All | -97.0% | +249.4% | -346.4% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling