+85.8%
ATI vs VCLT
-4.7%
+90.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.2% |
| 7D | +4.2% | -2.3% | +6.4% | +6.9% |
| 30D | -2.5% | +0.8% | -3.3% | -4.0% |
| 3M | -19.4% | -2.7% | -16.7% | -15.9% |
| 6M | +11.1% | -4.3% | +15.4% | +20.5% |
| YTD | +59.5% | -4.3% | +63.9% | +73.9% |
| 1Y | +85.8% | -4.4% | +90.1% | +102.7% |
| All | +85.8% | -4.7% | +90.4% | +102.7% |
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