+368.8%
ATRC vs VT
+374.2%
-5.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +6.1% | +0.4% | +5.7% | +5.8% |
| 30D | +31.0% | +1.0% | +30.0% | +30.0% |
| 3M | +88.9% | +2.4% | +86.5% | +84.8% |
| 6M | +66.2% | +12.0% | +54.2% | +51.2% |
| YTD | +30.2% | +15.3% | +14.9% | +15.6% |
| 1Y | +44.5% | +22.6% | +21.9% | +22.4% |
| 3Y | +12.7% | +74.7% | -62.0% | -26.6% |
| 5Y | -32.5% | +66.1% | -98.7% | -53.5% |
| 10Y | +224.2% | +225.0% | -0.8% | +48.0% |
| All | +368.8% | +374.2% | -5.4% | +66.6% |
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