+78.7%
ATLO vs VT
+59.7%
+19.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.1% |
| 7D | +3.3% | -0.3% | +3.6% | +3.5% |
| 30D | +9.1% | -1.4% | +10.6% | +9.8% |
| 3M | +13.0% | -1.4% | +14.4% | +13.6% |
| 6M | +25.5% | +5.5% | +20.1% | +22.2% |
| YTD | +55.8% | +12.8% | +43.0% | +47.0% |
| 1Y | +73.1% | +15.4% | +57.7% | +61.5% |
| 3Y | +120.2% | +76.9% | +43.3% | +75.9% |
| All | +78.7% | +59.7% | +19.0% | +44.3% |
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