+2,504.2%
ATLC price history and return analytics
+217.6%
+2,286.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.1% |
| 7D | -13.8% | -0.1% | -13.7% | -14.2% |
| 30D | -15.0% | -3.1% | -11.9% | -11.3% |
| 3M | -16.8% | -3.5% | -13.3% | -12.5% |
| 6M | -6.0% | +0.5% | -6.5% | -7.5% |
| YTD | +19.0% | +10.8% | +8.2% | +1.7% |
| 1Y | +56.3% | +11.9% | +44.4% | +31.7% |
| 3Y | +158.2% | +73.0% | +85.3% | +18.1% |
| 5Y | +1.8% | +58.6% | -56.8% | -44.9% |
| 10Y | +2,504.2% | +219.2% | +2,285.1% | +685.8% |
| All | +2,504.2% | +217.6% | +2,286.6% | +685.8% |
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