+305.2%
ATR price history and return analytics
+374.2%
-69.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -4.2% | +0.4% | -4.6% | -4.5% |
| 30D | -6.8% | +1.0% | -7.8% | -7.5% |
| 3M | +13.6% | +2.4% | +11.2% | +11.3% |
| 6M | -6.3% | +12.0% | -18.3% | -14.0% |
| YTD | +5.7% | +15.3% | -9.7% | -5.1% |
| 1Y | -6.6% | +22.6% | -29.2% | -19.9% |
| 3Y | -0.1% | +74.7% | -74.7% | -34.0% |
| 5Y | +0.7% | +66.1% | -65.5% | -31.3% |
| 10Y | +83.8% | +225.0% | -141.2% | -24.1% |
| All | +305.2% | +374.2% | -69.0% | +23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling