-100.0%
ATPC price history and return analytics
+70.0%
-170.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.6% | +6.2% | +9.0% |
| 7D | +3.0% | +0.4% | +2.7% | +3.0% |
| 30D | -38.9% | -2.6% | -36.3% | -39.5% |
| 3M | -48.3% | -3.2% | -45.1% | -49.0% |
| 6M | -42.6% | +0.9% | -43.6% | -42.6% |
| YTD | -74.6% | +11.3% | -85.9% | -72.2% |
| 1Y | -97.8% | +14.0% | -111.8% | -97.5% |
| 3Y | -99.9% | +75.8% | -175.7% | -99.8% |
| All | -100.0% | +70.0% | -170.0% | -100.0% |
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