+38.1%
ATEX price history and return analytics
+65.7%
-27.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.2% |
| 7D | -3.1% | -0.1% | -3.0% | -3.0% |
| 30D | -9.5% | -0.7% | -8.9% | -9.0% |
| 3M | +30.0% | +4.0% | +26.0% | +26.4% |
| 6M | +117.3% | +12.3% | +105.0% | +98.9% |
| YTD | +284.5% | +14.0% | +270.4% | +248.2% |
| 1Y | +287.0% | +20.3% | +266.7% | +236.3% |
| 3Y | +157.9% | +75.4% | +82.5% | +69.8% |
| 5Y | +38.1% | +66.0% | -27.8% | -7.7% |
| All | +38.1% | +65.7% | -27.5% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling