-39.1%
ATEC price history and return analytics
+57.0%
-96.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.5% |
| 7D | -5.0% | +2.4% | -7.3% | -7.8% |
| 30D | -32.3% | -1.5% | -30.8% | -29.9% |
| 3M | -27.5% | -4.1% | -23.4% | -22.2% |
| 6M | -6.4% | +0.6% | -6.9% | -5.9% |
| YTD | -66.4% | +11.0% | -77.4% | -70.8% |
| 1Y | -65.0% | +13.3% | -78.3% | -70.4% |
| 3Y | -28.9% | +73.4% | -102.3% | -67.9% |
| All | -39.1% | +57.0% | -96.1% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling