+108.5%
ATLO price history and return analytics
+77.9%
+30.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +3.4% | +0.4% | +3.0% | +3.2% |
| 30D | +4.4% | +1.0% | +3.4% | +3.7% |
| 3M | +12.1% | +2.4% | +9.7% | +10.1% |
| 6M | +20.8% | +12.0% | +8.8% | +11.3% |
| YTD | +44.8% | +15.3% | +29.5% | +30.4% |
| 1Y | +67.0% | +22.6% | +44.4% | +43.3% |
| All | +108.5% | +77.9% | +30.6% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling