+72.7%
ATLO price history and return analytics
+57.4%
+15.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.1% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | +8.8% | -2.6% | +11.4% | +10.0% |
| 3M | +10.4% | -3.2% | +13.6% | +11.8% |
| 6M | +21.6% | +0.9% | +20.6% | +20.7% |
| YTD | +52.8% | +11.3% | +41.5% | +45.0% |
| 1Y | +67.9% | +14.0% | +53.9% | +57.5% |
| 3Y | +116.3% | +75.8% | +40.5% | +73.4% |
| 5Y | +72.7% | +57.8% | +14.9% | +39.3% |
| All | +72.7% | +57.4% | +15.3% | +39.3% |
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 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