+82.5%
ATFV price history and return analytics
+66.2%
+16.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.1% |
| 7D | +2.9% | +1.0% | +1.9% | +1.5% |
| 30D | +1.6% | -0.2% | +1.8% | +1.9% |
| 3M | +3.2% | +4.5% | -1.4% | -2.6% |
| 6M | +24.1% | +14.1% | +10.1% | +4.1% |
| YTD | +15.5% | +14.8% | +0.8% | -3.8% |
| 1Y | +20.9% | +21.2% | -0.3% | -6.4% |
| 3Y | +166.8% | +76.6% | +90.2% | +26.4% |
| 5Y | +82.5% | +66.6% | +15.9% | -1.5% |
| All | +82.5% | +66.2% | +16.3% | -1.5% |
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 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