+27.9%
ATLCZ vs VT
+56.6%
-28.7%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.1% | -1.6% | +0.5% | -0.9% |
| 30D | -0.3% | -2.5% | +2.2% | 0.0% |
| 3M | -0.9% | -1.3% | +0.4% | -0.8% |
| 6M | +1.6% | +3.1% | -1.5% | +1.1% |
| YTD | +4.2% | +10.9% | -6.7% | +2.7% |
| 1Y | +5.4% | +12.1% | -6.7% | +3.7% |
| All | +27.9% | +56.6% | -28.7% | +19.8% |
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 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