+56.4%
ATLC price history and return analytics
+11.9%
+44.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.6% |
| 7D | -8.6% | +2.4% | -10.9% | -11.6% |
| 30D | -8.4% | -1.5% | -6.9% | -6.4% |
| 3M | -14.0% | -4.1% | -9.9% | -8.7% |
| 6M | +9.3% | +0.6% | +8.7% | +7.7% |
| YTD | +24.6% | +11.0% | +13.6% | +3.0% |
| 1Y | +56.4% | +13.3% | +43.1% | +23.7% |
| All | +56.4% | +11.9% | +44.5% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling