+2,551.0%
ATLC price history and return analytics
+223.7%
+2,327.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +2.6% | -13.7% | -14.9% |
| 7D | -12.9% | +0.4% | -13.3% | -13.9% |
| 30D | -13.5% | -2.6% | -10.9% | -10.4% |
| 3M | -18.9% | -3.2% | -15.7% | -15.1% |
| 6M | -4.4% | +0.9% | -5.3% | -6.5% |
| YTD | +21.2% | +11.3% | +9.9% | +2.8% |
| 1Y | +50.2% | +14.0% | +36.2% | +22.9% |
| 3Y | +165.7% | +75.8% | +89.9% | +18.6% |
| 5Y | -4.4% | +57.8% | -62.2% | -47.9% |
| 10Y | +2,551.0% | +219.8% | +2,331.2% | +692.0% |
| All | +2,551.0% | +223.7% | +2,327.3% | +692.0% |
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