-85.4%
ATXG vs VT
+74.0%
-159.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.3% |
| 7D | -11.0% | +2.4% | -13.3% | -12.1% |
| 30D | -19.0% | -1.5% | -17.5% | -18.3% |
| 3M | -38.6% | -4.1% | -34.5% | -37.2% |
| 6M | -51.5% | +0.6% | -52.1% | -51.8% |
| YTD | -58.7% | +11.0% | -69.7% | -61.5% |
| 1Y | -65.5% | +13.3% | -78.9% | -68.2% |
| 3Y | -85.4% | +73.4% | -158.8% | -91.2% |
| All | -85.4% | +74.0% | -159.4% | -91.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling