+363.6%
ATI vs VCLT
+12.6%
+351.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.2% |
| 7D | +2.4% | 0.0% | +2.4% | +2.4% |
| 30D | -9.5% | +0.1% | -9.6% | -9.6% |
| 3M | +10.4% | -2.9% | +13.3% | +12.7% |
| 6M | +31.8% | -4.0% | +35.8% | +35.5% |
| YTD | +80.0% | -2.2% | +82.2% | +83.4% |
| 1Y | +175.8% | -2.6% | +178.4% | +181.4% |
| All | +363.6% | +12.6% | +351.0% | +316.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling