+105.7%
ATGL vs VT
+77.7%
+28.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.7% | -2.1% |
| 7D | -18.8% | -4.2% | -14.7% | -15.6% |
| 30D | +88.5% | -5.8% | +94.3% | +98.7% |
| 3M | +22.3% | -5.2% | +27.5% | +28.1% |
| 6M | -39.9% | +0.1% | -40.0% | -40.2% |
| YTD | -56.8% | +8.2% | -65.0% | -59.9% |
| 1Y | -46.0% | +10.1% | -56.1% | -51.1% |
| 3Y | +53.7% | +69.7% | -16.0% | -17.3% |
| All | +105.7% | +77.7% | +28.0% | +10.0% |
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