+2,985.9%
ATLC price history and return analytics
+221.4%
+2,764.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.5% |
| 7D | +5.1% | +1.0% | +4.1% | +3.6% |
| 30D | -6.2% | -0.2% | -6.0% | -5.7% |
| 3M | +9.2% | +4.5% | +4.7% | +1.8% |
| 6M | +71.2% | +14.1% | +57.1% | +40.8% |
| YTD | +40.1% | +14.8% | +25.4% | +14.3% |
| 1Y | +37.8% | +21.2% | +16.6% | +3.7% |
| 3Y | +187.2% | +76.6% | +110.7% | +29.0% |
| 5Y | +67.6% | +66.6% | +1.0% | -14.2% |
| 10Y | +2,985.9% | +222.3% | +2,763.6% | +817.4% |
| All | +2,985.9% | +221.4% | +2,764.4% | +817.4% |
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