+67.4%
ATLO price history and return analytics
+13.0%
+54.4%
-7.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.1% |
| 30D | +8.8% | -2.6% | +11.4% | +9.4% |
| 3M | +10.4% | -3.2% | +13.6% | +11.2% |
| 6M | +21.6% | +0.9% | +20.6% | +20.9% |
| YTD | +52.8% | +11.3% | +41.5% | +45.3% |
| All | +67.4% | +13.0% | +54.4% | +58.5% |
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