+161.6%
ATI vs VEU
+23.8%
+137.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.2% | -1.6% |
| 7D | -5.6% | -1.4% | -4.2% | -3.7% |
| 30D | -13.7% | -0.4% | -13.3% | -13.2% |
| 3M | -0.4% | +2.5% | -2.9% | -3.9% |
| 6M | +26.2% | +11.1% | +15.1% | +8.4% |
| YTD | +73.2% | +16.5% | +56.7% | +38.8% |
| 1Y | +161.6% | +22.9% | +138.7% | +95.3% |
| All | +161.6% | +23.8% | +137.8% | +95.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling