-2.6%
ATLC vs VT
+59.8%
-62.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -1.2% |
| 7D | -19.5% | -0.7% | -18.8% | -19.2% |
| 30D | -15.1% | -1.7% | -13.3% | -12.9% |
| 3M | -14.1% | -2.3% | -11.8% | -10.9% |
| 6M | -0.7% | +1.5% | -2.2% | -4.4% |
| YTD | +20.0% | +12.0% | +7.9% | -2.8% |
| 1Y | +55.4% | +12.9% | +42.5% | +24.4% |
| 3Y | +160.3% | +74.9% | +85.3% | -3.0% |
| 5Y | -2.6% | +59.9% | -62.5% | -54.9% |
| All | -2.6% | +59.8% | -62.4% | -54.9% |
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