-28.3%
ATRC vs VT
+57.5%
-85.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.1% |
| 7D | -6.9% | -0.1% | -6.7% | -6.6% |
| 30D | +0.8% | -3.1% | +3.9% | +4.7% |
| 3M | +35.1% | -3.5% | +38.6% | +40.9% |
| 6M | +114.1% | +0.5% | +113.6% | +110.9% |
| YTD | +42.2% | +10.8% | +31.4% | +22.4% |
| 1Y | +75.9% | +11.9% | +64.0% | +49.5% |
| 3Y | +60.4% | +73.0% | -12.6% | -25.5% |
| 5Y | -28.3% | +58.6% | -86.9% | -59.2% |
| All | -28.3% | +57.5% | -85.9% | -59.2% |
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