+1,091.6%
ATI vs VCLT
+17.0%
+1,074.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.5% | -3.2% |
| 7D | -2.7% | -1.3% | -1.4% | -2.2% |
| 30D | -13.5% | -1.1% | -12.4% | -13.1% |
| 3M | +8.5% | -3.7% | +12.2% | +10.1% |
| 6M | +25.2% | -4.0% | +29.2% | +27.3% |
| YTD | +73.4% | -3.4% | +76.8% | +76.1% |
| 1Y | +160.5% | -4.1% | +164.6% | +165.1% |
| 3Y | +347.3% | +11.0% | +336.3% | +332.5% |
| 5Y | +1,049.0% | -17.0% | +1,066.0% | +1,088.0% |
| All | +1,091.6% | +17.0% | +1,074.6% | +1,466.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling