-97.3%
ATRA price history and return analytics
+66.2%
-163.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.5% | +5.3% | +5.8% |
| 7D | +13.4% | +1.0% | +12.4% | +11.1% |
| 30D | +21.1% | -0.2% | +21.3% | +21.5% |
| 3M | +6.8% | +4.5% | +2.2% | -2.9% |
| 6M | +97.9% | +14.1% | +83.8% | +47.6% |
| YTD | -43.4% | +14.8% | -58.2% | -58.9% |
| 1Y | -16.0% | +21.2% | -37.2% | -45.6% |
| 3Y | -73.3% | +76.6% | -149.8% | -92.2% |
| 5Y | -97.3% | +66.6% | -163.8% | -99.0% |
| All | -97.3% | +66.2% | -163.5% | -99.0% |
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