-29.1%
ATRC price history and return analytics
+57.4%
-86.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -4.4% |
| 7D | -3.5% | +0.4% | -3.9% | -3.8% |
| 30D | +3.5% | -2.6% | +6.1% | +6.9% |
| 3M | +39.6% | -3.2% | +42.8% | +45.1% |
| 6M | +119.9% | +0.9% | +118.9% | +115.3% |
| YTD | +46.1% | +11.3% | +34.7% | +25.0% |
| 1Y | +80.3% | +14.0% | +66.3% | +49.5% |
| 3Y | +62.9% | +75.8% | -12.9% | -26.2% |
| 5Y | -29.1% | +57.8% | -86.9% | -59.0% |
| All | -29.1% | +57.4% | -86.5% | -59.0% |
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