+353.2%
ATR price history and return analytics
+346.0%
+7.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +3.9% | -2.3% | +6.2% | +5.6% |
| 30D | +18.3% | -5.0% | +23.3% | +22.5% |
| 3M | +4.9% | -4.9% | +9.8% | +8.5% |
| 6M | +16.6% | -1.5% | +18.2% | +17.2% |
| YTD | +18.2% | +8.5% | +9.7% | +10.7% |
| 1Y | +24.1% | +11.4% | +12.7% | +14.0% |
| 3Y | +17.9% | +70.1% | -52.1% | -20.7% |
| 5Y | +15.4% | +53.7% | -38.3% | -16.9% |
| 10Y | +126.9% | +220.0% | -93.1% | -5.4% |
| All | +353.2% | +346.0% | +7.2% | +44.5% |
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