+213.6%
ATLO price history and return analytics
+346.0%
-132.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +1.2% | -2.3% | +3.5% | +3.4% |
| 30D | +6.3% | -5.0% | +11.3% | +11.5% |
| 3M | +8.7% | -4.9% | +13.6% | +13.8% |
| 6M | +20.4% | -1.5% | +22.0% | +21.1% |
| YTD | +51.3% | +8.5% | +42.9% | +37.8% |
| 1Y | +66.4% | +11.4% | +55.1% | +47.5% |
| 3Y | +114.3% | +70.1% | +44.2% | +23.5% |
| 5Y | +73.6% | +53.7% | +19.9% | +6.1% |
| 10Y | +90.6% | +220.0% | -129.3% | -47.5% |
| All | +213.6% | +346.0% | -132.4% | -34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling