+286.0%
ATEN price history and return analytics
+217.6%
+68.4%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +3.2% |
| 7D | +14.4% | -0.1% | +14.5% | +14.7% |
| 30D | -6.2% | -3.1% | -3.2% | -2.9% |
| 3M | -1.7% | -3.5% | +1.8% | +2.3% |
| 6M | +0.4% | +0.5% | -0.1% | +0.3% |
| YTD | +58.2% | +10.8% | +47.5% | +42.4% |
| 1Y | +63.2% | +11.9% | +51.3% | +45.2% |
| 3Y | +141.1% | +73.0% | +68.2% | +37.0% |
| 5Y | +83.4% | +58.6% | +24.8% | +14.7% |
| 10Y | +286.0% | +219.2% | +66.9% | +8.2% |
| All | +286.0% | +217.6% | +68.4% | +8.2% |
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