+91.1%
ATLO vs VT
+214.8%
-123.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +0.8% |
| 7D | +0.5% | -4.2% | +4.7% | +4.0% |
| 30D | +5.5% | -5.8% | +11.3% | +10.5% |
| 3M | +9.5% | -5.2% | +14.8% | +14.1% |
| 6M | +21.5% | +0.1% | +21.3% | +20.3% |
| YTD | +52.0% | +8.2% | +43.7% | +40.8% |
| 1Y | +64.9% | +10.1% | +54.7% | +50.5% |
| 3Y | +114.8% | +69.7% | +45.1% | +35.6% |
| 5Y | +74.3% | +53.4% | +21.0% | +18.7% |
| All | +91.1% | +214.8% | -123.7% | -40.6% |
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 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