+457.6%
ATRC vs VT
+345.0%
+112.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -3.3% |
| 7D | -1.9% | -4.2% | +2.3% | +1.6% |
| 30D | +14.2% | -5.8% | +20.0% | +19.8% |
| 3M | +55.8% | -5.2% | +61.0% | +62.7% |
| 6M | +108.5% | +0.1% | +108.4% | +107.4% |
| YTD | +54.9% | +8.2% | +46.7% | +44.6% |
| 1Y | +89.6% | +10.1% | +79.5% | +74.8% |
| 3Y | +65.7% | +69.7% | -4.0% | +10.5% |
| 5Y | -29.7% | +53.4% | -83.1% | -48.5% |
| 10Y | +255.2% | +219.2% | +36.0% | +66.0% |
| All | +457.6% | +345.0% | +112.6% | +108.4% |
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