+930.3%
ATI vs VEU
+149.9%
+780.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.7% | -3.6% |
| 7D | +4.2% | +2.1% | +2.1% | +0.9% |
| 30D | -2.5% | -0.9% | -1.6% | -0.8% |
| 3M | -19.4% | -5.4% | -14.0% | -12.0% |
| 6M | +11.1% | -1.8% | +12.9% | +14.4% |
| YTD | +59.5% | +10.9% | +48.6% | +36.1% |
| 1Y | +85.8% | +13.6% | +72.2% | +52.8% |
| 3Y | +311.9% | +69.3% | +242.6% | +78.1% |
| 5Y | +963.2% | +48.1% | +915.1% | +477.7% |
| All | +930.3% | +149.9% | +780.5% | +125.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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