-99.4%
ATER price history and return analytics
+151.7%
-251.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | -0.5% | +17.0% | +17.1% |
| 7D | +62.0% | +1.0% | +61.0% | +60.2% |
| 30D | +47.9% | -0.2% | +48.1% | +48.4% |
| 3M | -34.9% | +4.5% | -39.5% | -38.2% |
| 6M | +26.8% | +14.1% | +12.7% | +6.1% |
| YTD | +4.7% | +14.8% | -10.0% | -12.8% |
| 1Y | -24.7% | +21.2% | -45.9% | -41.4% |
| 3Y | -81.9% | +76.6% | -158.4% | -91.1% |
| 5Y | -99.3% | +66.6% | -165.9% | -99.6% |
| All | -99.4% | +151.7% | -251.0% | -99.7% |
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