+212.2%
ATLC vs VT
+69.4%
+142.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | +3.4% |
| 7D | -1.7% | -4.2% | +2.4% | +5.5% |
| 30D | +3.6% | -5.8% | +9.4% | +14.5% |
| 3M | -13.4% | -5.2% | -8.1% | -5.2% |
| 6M | +24.3% | +0.1% | +24.2% | +23.1% |
| YTD | +44.1% | +8.2% | +35.8% | +25.1% |
| 1Y | +67.2% | +10.1% | +57.0% | +40.8% |
| All | +212.2% | +69.4% | +142.9% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling