+86.5%
ATI vs VCLT
-3.2%
+89.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.8% |
| 7D | +8.3% | +0.4% | +7.9% | +7.8% |
| 30D | -7.3% | +3.9% | -11.2% | -12.2% |
| 3M | -10.5% | -1.9% | -8.6% | -7.0% |
| 6M | +16.4% | -2.6% | +19.0% | +23.4% |
| YTD | +56.1% | -3.1% | +59.2% | +67.8% |
| 1Y | +86.5% | -3.6% | +90.1% | +101.0% |
| All | +86.5% | -3.2% | +89.8% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling