+56.4%
ATEC price history and return analytics
+224.4%
-168.0%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +3.9% | +3.5% |
| 7D | -11.2% | -0.7% | -10.5% | -10.4% |
| 30D | -34.7% | -1.7% | -32.9% | -32.2% |
| 3M | -21.6% | -2.3% | -19.3% | -17.8% |
| 6M | +5.2% | +1.5% | +3.6% | +4.1% |
| YTD | -65.1% | +12.0% | -77.1% | -70.1% |
| 1Y | -64.5% | +12.9% | -77.4% | -69.9% |
| 3Y | -27.9% | +74.9% | -102.9% | -66.4% |
| 5Y | -37.1% | +59.9% | -97.0% | -65.8% |
| 10Y | +56.4% | +224.6% | -168.2% | -64.7% |
| All | +56.4% | +224.4% | -168.0% | -64.7% |
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