+119.9%
ATEC price history and return analytics
+221.4%
-101.6%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.1% |
| 7D | -0.2% | +1.0% | -1.2% | -1.5% |
| 30D | -1.3% | -0.2% | -1.1% | -0.9% |
| 3M | +16.2% | +4.5% | +11.6% | +9.5% |
| 6M | -24.9% | +14.1% | -38.9% | -37.8% |
| YTD | -56.3% | +14.8% | -71.1% | -64.2% |
| 1Y | -43.8% | +21.2% | -65.0% | -57.1% |
| 3Y | -35.3% | +76.6% | -111.9% | -70.3% |
| 5Y | -36.5% | +66.6% | -103.1% | -67.6% |
| 10Y | +119.9% | +222.3% | -102.4% | -44.7% |
| All | +119.9% | +221.4% | -101.6% | -44.7% |
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