Side-by-side comparison

Compare investment strategies

Atlas Global Balanced 60/40 Strategy vs Better Than Cash Core with VIXY Hedge Sleeve

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Live, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

8.3%Best

-0.7%

5.4%

6.1%Best

8.2%

2.2%Best

0.54

2.73Best

-5.9%

-0.9%Best

Fee

0.75%

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Minimum investment

$20k

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Each source uses its own scale

2(1-5 (Interactive Advisors))

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Inception

2021-10-27

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73%Best

40%

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Atlas Global Balanced 60/40 StrategyLiveup 42.9%
S&P 500 ETFup 79.9%

No published history to chart: Better Than Cash Core with VIXY Hedge Sleeve.

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Allocation target: Bonds / Treasuries

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Allocation target: Equities

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Include screen

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Number of holdings

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Rebalance schedule

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Universe / index

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Weighting scheme

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Every published figureShow 46 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

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cash-plus, diversified, managed futures, multi-asset, risk-managed, tactical allocation, volatility hedge

Asset classes / instruments

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equities

Composition (ETFs / Stocks / Mixed)

ETFS

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ESG / responsible flag

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Smart beta flag

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Theme keywords (Interactive Advisors)

Balanced, Global equity

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Returns

Annualized return since inception (Lighthorse, daily, live)

5.19%

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Return since inception (annualized) (live account)

5.40%

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Return since inception (cumulative) (live account)

29.60%

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Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

1.75%

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Return, last 30 days (live account)

-1.10%

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Return, last 365 days (Lighthorse, daily, live)

7.98%

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Return, last 365 days (live account)

8.30%

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Return, last 90 days (live account)

-0.10%

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Return, out-of-sample period (annualized) (out-of-sample)

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6.12%

Return, out-of-sample period (cumulative) (out-of-sample)

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4.46%

Return, trailing 1 month (out-of-sample)

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0.66%

Return, trailing 1 year (out-of-sample)

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-0.72%

Return, trailing 3 months (out-of-sample)

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0.77%

Return, year to date (live account)

6.90%

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Market-relative

Benchmark (methodology text)

This aim of this part of the portfolio is to outperform the capitalization-weighted global equity index. The benchmark for the overall Strategy is 60% FTSE Global All Cap Net Tax (US Regulated Investment Company) Index and 40% Bloomberg Barclays U.

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Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

0.85

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Calmar ratio, out-of-sample period (out-of-sample)

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6.75

Maximum drawdown since inception (Lighthorse, daily, live)

-15.79%

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Maximum drawdown, last 365 days (Lighthorse, daily, live)

-5.94%

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Maximum drawdown, last 365 days (live account)

-5.90%

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Maximum drawdown, out-of-sample period (out-of-sample)

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-0.91%

Sharpe ratio since inception (Lighthorse, daily, live)

0.16

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Sharpe ratio, last 365 days (Lighthorse, daily, live)

0.50

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Sharpe ratio, last 365 days (live account)

0.54

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Sharpe ratio, out-of-sample period (out-of-sample)

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2.73

Sortino ratio, last 365 days (Lighthorse, daily, live)

0.73

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Sortino ratio, last 365 days (live account)

0.81

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Standard deviation, out-of-sample period (out-of-sample)

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2.20%

Value-at-risk 95% 1-week, last 365 days (live account)

-1.90%

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Volatility since inception (Lighthorse, daily, live)

8.60%

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Volatility, last 365 days (Lighthorse, daily, live)

8.03%

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Volatility, last 365 days (live account)

8.20%

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Cost & access

Management / advisory fee

0.75%

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Minimum investment

$20k

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Disclosure

Metrics calculated through

2026-10-09

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Construction

Rebalance corridor width

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3.00%

Rebalance frequency

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none

Rebalancing (methodology text)

rebalanced monthly

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Risk score

Risk label (Interactive Advisors)

Growth

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Risk score 1-5 (Interactive Advisors)

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Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources