+949.2%
ATI vs VCLT
-16.7%
+965.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.5% |
| 7D | +4.2% | -2.3% | +6.4% | +5.2% |
| 30D | -2.5% | +0.8% | -3.3% | -3.0% |
| 3M | -19.4% | -2.7% | -16.7% | -18.5% |
| 6M | +11.1% | -4.3% | +15.4% | +13.4% |
| YTD | +59.5% | -4.3% | +63.9% | +63.1% |
| 1Y | +85.8% | -4.4% | +90.1% | +90.0% |
| 3Y | +311.9% | +13.8% | +298.1% | +293.1% |
| All | +949.2% | -16.7% | +965.9% | +824.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling