+36.3%
ATLCL vs VT
+60.0%
-23.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +0.2% | +2.9% | -2.7% | -0.5% |
| 30D | +0.3% | -2.5% | +2.8% | +0.8% |
| 3M | +1.2% | -3.3% | +4.5% | +1.9% |
| 6M | +3.1% | +1.5% | +1.6% | +2.6% |
| YTD | +7.5% | +11.4% | -3.9% | +4.5% |
| 1Y | +7.5% | +11.9% | -4.4% | +4.4% |
| 3Y | +32.8% | +73.9% | -41.1% | +13.0% |
| All | +36.3% | +60.0% | -23.7% | +13.9% |
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