+139.4%
ATS price history and return analytics
+420.4%
-281.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.7% | -9.0% | -8.4% |
| 7D | -8.3% | -0.3% | -8.0% | -8.2% |
| 30D | -5.2% | -1.4% | -3.7% | -4.4% |
| 3M | -37.6% | -1.4% | -36.2% | -37.0% |
| 6M | -45.3% | +5.5% | -50.7% | -46.9% |
| YTD | -36.2% | +12.8% | -49.0% | -40.3% |
| 1Y | -34.3% | +15.4% | -49.7% | -39.3% |
| 3Y | -48.9% | +76.9% | -125.8% | -61.7% |
| 5Y | -54.3% | +60.4% | -114.7% | -64.3% |
| 10Y | +112.2% | +232.8% | -120.6% | +27.0% |
| All | +139.4% | +420.4% | -281.1% | +26.7% |
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 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