-43.6%
ATEC price history and return analytics
+23.4%
-67.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +0.9% |
| 7D | -2.5% | +0.1% | -2.6% | -2.6% |
| 30D | -9.9% | +0.8% | -10.7% | -10.2% |
| 3M | +21.5% | +2.8% | +18.7% | +19.8% |
| 6M | -28.3% | +13.0% | -41.3% | -35.8% |
| YTD | -55.7% | +15.4% | -71.0% | -61.5% |
| All | -43.6% | +23.4% | -67.0% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling