-84.7%
ATLX vs VT
+58.5%
-143.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -6.5% |
| 7D | -4.5% | +2.9% | -7.4% | -7.4% |
| 30D | -22.5% | -2.5% | -20.0% | -19.8% |
| 3M | -48.7% | -3.3% | -45.4% | -46.2% |
| 6M | -73.2% | +1.5% | -74.7% | -73.0% |
| YTD | -62.1% | +11.4% | -73.4% | -64.7% |
| 1Y | -63.9% | +11.9% | -75.8% | -66.6% |
| 3Y | -93.0% | +73.9% | -166.9% | -95.1% |
| 5Y | -84.7% | +57.9% | -142.6% | -89.6% |
| All | -84.7% | +58.5% | -143.3% | -89.6% |
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 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