+118.2%
ATGL vs VT
+85.2%
+33.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.7% | +4.4% | +4.6% |
| 7D | -10.9% | -0.3% | -10.6% | -10.6% |
| 30D | +100.0% | -1.4% | +101.4% | +102.4% |
| 3M | +20.0% | -1.4% | +21.4% | +21.3% |
| 6M | -23.8% | +5.5% | -29.3% | -27.6% |
| YTD | -54.1% | +12.8% | -67.0% | -59.0% |
| 1Y | -45.1% | +15.4% | -60.6% | -52.5% |
| 3Y | +63.0% | +76.9% | -13.9% | -15.5% |
| All | +118.2% | +85.2% | +33.0% | +12.4% |
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