-42.9%
ATHM price history and return analytics
+66.2%
-109.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | -1.2% | +1.0% | -2.2% | -2.3% |
| 30D | -3.9% | -0.2% | -3.7% | -3.7% |
| 3M | +30.2% | +4.5% | +25.6% | +23.7% |
| 6M | +18.6% | +14.1% | +4.5% | +2.5% |
| YTD | +1.6% | +14.8% | -13.2% | -12.9% |
| 1Y | -20.9% | +21.2% | -42.0% | -36.2% |
| 3Y | -16.2% | +76.6% | -92.7% | -57.6% |
| 5Y | -42.9% | +66.6% | -109.5% | -68.2% |
| All | -42.9% | +66.2% | -109.1% | -68.2% |
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 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