-78.8%
ATER price history and return analytics
+69.7%
-148.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | +12.7% | -2.3% | +15.0% | +15.4% |
| 30D | +39.6% | -5.0% | +44.6% | +48.6% |
| 3M | +85.0% | -4.9% | +89.9% | +96.3% |
| 6M | -32.3% | -1.5% | -30.8% | -31.4% |
| YTD | +22.6% | +8.5% | +14.1% | +5.7% |
| 1Y | +1.8% | +11.4% | -9.6% | -15.7% |
| 3Y | -78.8% | +70.1% | -148.9% | -92.3% |
| All | -78.8% | +69.7% | -148.6% | -92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling