+10.0%
ATLC price history and return analytics
+57.0%
-47.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.7% |
| 7D | -8.6% | +2.4% | -10.9% | -12.8% |
| 30D | -8.4% | -1.5% | -6.9% | -6.5% |
| 3M | -14.0% | -4.1% | -9.9% | -8.0% |
| 6M | +9.3% | +0.6% | +8.7% | +6.8% |
| YTD | +24.6% | +11.0% | +13.6% | +2.5% |
| 1Y | +56.4% | +13.3% | +43.1% | +24.2% |
| 3Y | +176.9% | +73.4% | +103.5% | +4.5% |
| All | +10.0% | +57.0% | -47.0% | -47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling