+188.4%
ATRC price history and return analytics
+224.4%
-36.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.1% | +1.0% |
| 7D | -12.2% | -0.7% | -11.5% | -11.5% |
| 30D | +0.4% | -1.7% | +2.2% | +2.5% |
| 3M | +33.9% | -2.3% | +36.3% | +37.4% |
| 6M | +118.7% | +1.5% | +117.2% | +113.6% |
| YTD | +45.4% | +12.0% | +33.4% | +26.0% |
| 1Y | +75.1% | +12.9% | +62.2% | +50.6% |
| 3Y | +64.0% | +74.9% | -10.9% | -14.4% |
| 5Y | -26.6% | +59.9% | -86.5% | -56.9% |
| 10Y | +188.4% | +224.6% | -36.3% | -14.0% |
| All | +188.4% | +224.4% | -36.0% | -14.0% |
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 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