+16.7%
ATLC vs VT
+59.7%
-43.0%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +1.7% | +6.1% | +4.9% |
| 7D | +8.8% | -0.3% | +9.2% | +9.6% |
| 30D | +7.4% | -1.4% | +8.9% | +10.5% |
| 3M | -9.6% | -1.4% | -8.2% | -7.1% |
| 6M | +31.8% | +5.5% | +26.4% | +19.5% |
| YTD | +49.0% | +12.8% | +36.2% | +20.2% |
| 1Y | +80.5% | +15.4% | +65.1% | +39.7% |
| 3Y | +232.5% | +76.9% | +155.6% | +22.2% |
| All | +16.7% | +59.7% | -43.0% | -45.6% |
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