+18.9%
ATHM price history and return analytics
+221.8%
-202.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | -4.7% | +2.4% | -7.0% | -7.1% |
| 30D | +8.2% | -1.5% | +9.7% | +9.5% |
| 3M | -3.3% | -4.1% | +0.8% | +0.5% |
| 6M | +17.6% | +0.6% | +17.1% | +16.3% |
| YTD | +1.4% | +11.0% | -9.6% | -9.4% |
| 1Y | -9.1% | +13.3% | -22.5% | -20.6% |
| 3Y | -7.6% | +73.4% | -81.0% | -48.6% |
| 5Y | -32.9% | +57.4% | -90.3% | -58.3% |
| All | +18.9% | +221.8% | -202.8% | -70.2% |
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 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