-39.3%
ATEC price history and return analytics
+57.4%
-96.6%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -4.2% |
| 7D | +1.0% | +0.4% | +0.6% | +0.6% |
| 30D | -30.8% | -2.6% | -28.2% | -27.5% |
| 3M | -20.7% | -3.2% | -17.5% | -16.0% |
| 6M | -1.9% | +0.9% | -2.8% | -2.1% |
| YTD | -64.9% | +11.3% | -76.2% | -69.7% |
| 1Y | -62.7% | +14.0% | -76.7% | -68.8% |
| 3Y | -27.1% | +75.8% | -102.9% | -67.9% |
| 5Y | -39.3% | +57.8% | -97.1% | -65.4% |
| All | -39.3% | +57.4% | -96.6% | -65.4% |
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