+166.0%
ATEN price history and return analytics
+224.7%
-58.8%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | -1.7% | +1.0% | -2.7% | -2.8% |
| 30D | -8.4% | -0.2% | -8.2% | -8.2% |
| 3M | -20.7% | +4.5% | -25.2% | -24.2% |
| 6M | +20.3% | +14.1% | +6.2% | +4.9% |
| YTD | +39.6% | +14.8% | +24.9% | +20.7% |
| 1Y | +42.2% | +21.2% | +21.0% | +16.0% |
| 3Y | +74.0% | +76.6% | -2.6% | -4.1% |
| 5Y | +94.9% | +66.6% | +28.3% | +15.3% |
| All | +166.0% | +224.7% | -58.8% | -29.0% |
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