+110.2%
ATGL price history and return analytics
+83.9%
+26.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.7% | -5.5% |
| 7D | -3.6% | -0.7% | -2.9% | -3.1% |
| 30D | +106.0% | -1.7% | +107.8% | +109.1% |
| 3M | +7.6% | -2.3% | +9.9% | +9.4% |
| 6M | -43.6% | +1.5% | -45.1% | -44.5% |
| YTD | -55.8% | +12.0% | -67.8% | -60.3% |
| 1Y | -41.4% | +12.9% | -54.3% | -47.9% |
| 3Y | +41.9% | +74.9% | -33.1% | -26.0% |
| All | +110.2% | +83.9% | +26.3% | +8.9% |
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