+81.6%
ATFV price history and return analytics
+72.8%
+8.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +0.9% |
| 7D | -1.4% | -0.7% | -0.7% | -0.2% |
| 30D | -12.3% | -1.7% | -10.5% | -9.8% |
| 3M | -10.6% | -2.3% | -8.3% | -7.3% |
| 6M | -8.0% | +1.5% | -9.5% | -9.0% |
| YTD | +1.5% | +12.0% | -10.5% | -12.2% |
| 1Y | +0.7% | +12.9% | -12.2% | -13.7% |
| 3Y | +132.2% | +74.9% | +57.2% | +12.5% |
| 5Y | +58.2% | +59.9% | -1.7% | -10.4% |
| All | +81.6% | +72.8% | +8.8% | -7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling