+200.1%
ATLO price history and return analytics
+374.2%
-174.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +3.4% | +0.4% | +3.0% | +3.0% |
| 30D | +4.4% | +1.0% | +3.4% | +3.3% |
| 3M | +12.1% | +2.4% | +9.7% | +8.7% |
| 6M | +20.8% | +12.0% | +8.8% | +7.0% |
| YTD | +44.8% | +15.3% | +29.5% | +24.5% |
| 1Y | +67.0% | +22.6% | +44.4% | +34.9% |
| 3Y | +103.3% | +74.7% | +28.6% | +14.4% |
| 5Y | +74.2% | +66.1% | +8.1% | -1.4% |
| 10Y | +79.2% | +225.0% | -145.8% | -51.1% |
| All | +200.1% | +374.2% | -174.1% | -40.9% |
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