-100.0%
ATCH price history and return analytics
+86.4%
-186.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +0.5% | +0.4% | +0.1% | +0.3% |
| 30D | +7.3% | +1.0% | +6.4% | +6.7% |
| 3M | -17.4% | +2.4% | -19.8% | -18.3% |
| 6M | -13.2% | +12.0% | -25.2% | -18.4% |
| YTD | -24.3% | +15.3% | -39.6% | -29.5% |
| 1Y | -5.9% | +22.6% | -28.5% | -14.4% |
| 3Y | -100.0% | +74.7% | -174.6% | -100.0% |
| 5Y | -100.0% | +66.1% | -166.1% | -100.0% |
| All | -100.0% | +86.4% | -186.4% | -100.0% |
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