-98.2%
ATRA price history and return analytics
+226.9%
-325.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +1.3% |
| 7D | +3.8% | -2.0% | +5.8% | +7.4% |
| 30D | +10.6% | -1.4% | +12.1% | +13.3% |
| 3M | +0.3% | +4.7% | -4.4% | -7.8% |
| 6M | +57.2% | +11.4% | +45.9% | +27.6% |
| YTD | -45.3% | +13.1% | -58.4% | -57.1% |
| 1Y | -16.0% | +19.0% | -35.1% | -39.7% |
| 3Y | -74.1% | +73.9% | -148.1% | -90.0% |
| 5Y | -97.5% | +65.4% | -162.9% | -98.8% |
| All | -98.2% | +226.9% | -325.0% | -99.7% |
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