+73.3%
ATLO vs VT
+221.8%
-148.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | -0.1% | +2.4% | -2.5% | -2.0% |
| 30D | +6.3% | -1.5% | +7.8% | +7.5% |
| 3M | +7.4% | -4.1% | +11.5% | +10.8% |
| 6M | +24.0% | +0.6% | +23.5% | +22.6% |
| YTD | +51.2% | +11.0% | +40.1% | +37.2% |
| 1Y | +64.3% | +13.3% | +51.0% | +46.5% |
| 3Y | +113.9% | +73.4% | +40.5% | +32.7% |
| 5Y | +70.1% | +57.4% | +12.7% | +13.4% |
| All | +73.3% | +221.8% | -148.5% | -49.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling