+176.6%
ATAT price history and return analytics
+97.0%
+79.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.7% |
| 7D | -3.5% | +1.0% | -4.5% | -4.4% |
| 30D | -5.7% | -0.2% | -5.5% | -5.5% |
| 3M | +0.5% | +4.5% | -4.1% | -4.3% |
| 6M | -7.3% | +14.1% | -21.3% | -20.1% |
| YTD | -14.2% | +14.8% | -28.9% | -26.5% |
| 1Y | -14.8% | +21.2% | -36.0% | -31.2% |
| 3Y | +91.5% | +76.6% | +15.0% | -4.6% |
| All | +176.6% | +97.0% | +79.6% | +15.7% |
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