+293.6%
ATEN price history and return analytics
+224.4%
+69.3%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.3% | +2.2% |
| 7D | +20.7% | -0.7% | +21.4% | +21.9% |
| 30D | +0.1% | -1.7% | +1.8% | +2.2% |
| 3M | +6.0% | -2.3% | +8.3% | +9.0% |
| 6M | +3.0% | +1.5% | +1.5% | +1.8% |
| YTD | +63.7% | +12.0% | +51.6% | +45.6% |
| 1Y | +68.9% | +12.9% | +56.0% | +49.0% |
| 3Y | +149.4% | +74.9% | +74.4% | +40.1% |
| 5Y | +88.9% | +59.9% | +29.0% | +17.1% |
| 10Y | +293.6% | +224.6% | +69.0% | +4.5% |
| All | +293.6% | +224.4% | +69.3% | +4.5% |
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