-75.7%
ATLX vs VT
+53.4%
-129.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.6% |
| 7D | -3.5% | -2.3% | -1.2% | -0.8% |
| 30D | -31.7% | -5.0% | -26.7% | -27.4% |
| 3M | -44.8% | -4.9% | -39.9% | -41.1% |
| 6M | -70.7% | -1.5% | -69.2% | -69.6% |
| YTD | -61.2% | +8.5% | -69.7% | -62.9% |
| 1Y | -63.0% | +11.4% | -74.4% | -65.3% |
| 3Y | -92.9% | +70.1% | -162.9% | -94.7% |
| All | -75.7% | +53.4% | -129.1% | -83.2% |
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