+86.4%
ATGL price history and return analytics
+82.7%
+3.7%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.9% | -4.5% |
| 7D | -18.4% | +0.4% | -18.8% | -18.6% |
| 30D | +81.8% | -2.6% | +84.4% | +86.1% |
| 3M | -1.8% | -3.2% | +1.4% | +0.8% |
| 6M | -54.4% | +0.9% | -55.4% | -54.9% |
| YTD | -60.8% | +11.3% | -72.1% | -64.6% |
| 1Y | -51.0% | +14.0% | -65.0% | -57.2% |
| 3Y | +39.7% | +75.8% | -36.1% | -26.8% |
| All | +86.4% | +82.7% | +3.7% | -2.8% |
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