-100.0%
ATPC price history and return analytics
+70.1%
-170.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.7% |
| 7D | +5.4% | +2.9% | +2.5% | +5.7% |
| 30D | -29.9% | -2.5% | -27.4% | -30.6% |
| 3M | -46.7% | -3.3% | -43.3% | -47.4% |
| 6M | -39.3% | +1.5% | -40.8% | -39.1% |
| YTD | -74.6% | +11.4% | -85.9% | -72.2% |
| 1Y | -98.0% | +11.9% | -109.9% | -97.7% |
| 3Y | -99.9% | +73.9% | -173.7% | -99.8% |
| All | -100.0% | +70.1% | -170.1% | -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