-96.9%
ATRA price history and return analytics
+259.3%
-356.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | -0.5% |
| 7D | -3.5% | +0.4% | -3.9% | -4.2% |
| 30D | -13.7% | -2.6% | -11.1% | -9.7% |
| 3M | -3.2% | -3.2% | 0.0% | +2.2% |
| 6M | -1.9% | +0.9% | -2.9% | -4.3% |
| YTD | -54.8% | +11.3% | -66.1% | -63.4% |
| 1Y | -30.7% | +14.0% | -44.7% | -46.2% |
| 3Y | +36.3% | +75.8% | -39.5% | -49.3% |
| 5Y | -98.2% | +57.8% | -156.0% | -99.1% |
| 10Y | -98.4% | +219.8% | -318.2% | -99.7% |
| All | -96.9% | +259.3% | -356.2% | -99.6% |
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