+2,524.8%
ATLC price history and return analytics
+224.4%
+2,300.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -0.9% |
| 7D | -19.5% | -0.7% | -18.8% | -19.2% |
| 30D | -15.1% | -1.7% | -13.3% | -13.2% |
| 3M | -14.1% | -2.3% | -11.8% | -11.3% |
| 6M | -0.7% | +1.5% | -2.2% | -3.7% |
| YTD | +20.0% | +12.0% | +7.9% | +0.8% |
| 1Y | +55.4% | +12.9% | +42.5% | +29.3% |
| 3Y | +160.3% | +74.9% | +85.3% | +17.0% |
| 5Y | -2.6% | +59.9% | -62.5% | -48.0% |
| 10Y | +2,524.8% | +224.6% | +2,300.2% | +666.2% |
| All | +2,524.8% | +224.4% | +2,300.5% | +666.2% |
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