+37.8%
ATLC price history and return analytics
+21.4%
+16.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.4% |
| 7D | +5.1% | +1.0% | +4.1% | +3.8% |
| 30D | -6.2% | -0.2% | -6.0% | -5.8% |
| 3M | +9.2% | +4.5% | +4.7% | +2.4% |
| 6M | +71.2% | +14.1% | +57.1% | +41.5% |
| YTD | +40.1% | +14.8% | +25.4% | +14.5% |
| 1Y | +37.8% | +21.2% | +16.6% | +1.8% |
| All | +37.8% | +21.4% | +16.4% | +1.8% |
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 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