+100.0%
ATGL price history and return analytics
+82.8%
+17.2%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.3% |
| 7D | -2.8% | +2.9% | -5.6% | -5.3% |
| 30D | +84.1% | -2.5% | +86.6% | +88.1% |
| 3M | +11.4% | -3.3% | +14.7% | +14.4% |
| 6M | -49.4% | +1.5% | -51.0% | -50.3% |
| YTD | -58.0% | +11.4% | -69.3% | -62.0% |
| 1Y | -39.7% | +11.9% | -51.6% | -45.9% |
| 3Y | +35.0% | +73.9% | -38.9% | -29.2% |
| All | +100.0% | +82.8% | +17.2% | +4.2% |
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 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