+284.7%
ATEN price history and return analytics
+221.8%
+62.9%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.9% |
| 7D | +15.8% | +2.4% | +13.4% | +13.1% |
| 30D | +6.0% | -1.5% | +7.5% | +7.9% |
| 3M | +6.4% | -4.1% | +10.5% | +11.5% |
| 6M | +3.8% | +0.6% | +3.2% | +3.6% |
| YTD | +63.2% | +11.0% | +52.2% | +46.5% |
| 1Y | +69.1% | +13.3% | +55.8% | +48.5% |
| 3Y | +148.5% | +73.4% | +75.1% | +40.8% |
| 5Y | +85.6% | +57.4% | +28.2% | +16.9% |
| All | +284.7% | +221.8% | +62.9% | +0.3% |
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 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