-55.8%
ATHR price history and return analytics
+44.7%
-100.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.2% |
| 7D | +7.6% | +2.4% | +5.3% | +6.2% |
| 30D | -7.3% | -1.5% | -5.8% | -6.4% |
| 3M | -30.9% | -4.1% | -26.8% | -29.5% |
| 6M | -31.4% | +0.6% | -32.0% | -31.5% |
| YTD | -59.0% | +11.0% | -70.1% | -61.7% |
| 1Y | -56.7% | +13.3% | -70.0% | -59.1% |
| All | -55.8% | +44.7% | -100.5% | -62.6% |
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