+184.9%
ATRC vs VT
+222.7%
-37.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.0% |
| 7D | -8.6% | +2.9% | -11.5% | -11.6% |
| 30D | -1.6% | -2.5% | +0.9% | +1.3% |
| 3M | +28.5% | -3.3% | +31.8% | +33.4% |
| 6M | +109.7% | +1.5% | +108.2% | +104.8% |
| YTD | +41.5% | +11.4% | +30.1% | +23.5% |
| 1Y | +69.3% | +11.9% | +57.4% | +47.0% |
| 3Y | +59.6% | +73.9% | -14.3% | -16.1% |
| 5Y | -27.5% | +57.9% | -85.4% | -56.9% |
| All | +184.9% | +222.7% | -37.8% | -13.5% |
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 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