+1,090.2%
ATI vs VEU
+155.0%
+935.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.2% | -1.8% |
| 7D | -5.6% | -1.4% | -4.2% | -3.5% |
| 30D | -13.7% | -0.4% | -13.3% | -13.2% |
| 3M | -0.4% | +2.5% | -2.9% | -4.3% |
| 6M | +26.2% | +11.1% | +15.1% | +7.3% |
| YTD | +73.2% | +16.5% | +56.7% | +36.7% |
| 1Y | +161.6% | +22.9% | +138.7% | +89.7% |
| 3Y | +346.2% | +73.4% | +272.8% | +86.6% |
| 5Y | +1,047.6% | +56.1% | +991.5% | +474.5% |
| All | +1,090.2% | +155.0% | +935.3% | +189.5% |
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