+311.9%
ATI vs VEU
+70.2%
+241.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.7% | -3.6% |
| 7D | +4.2% | +2.1% | +2.1% | +1.3% |
| 30D | -2.5% | -0.9% | -1.6% | -0.9% |
| 3M | -19.4% | -5.4% | -14.0% | -13.0% |
| 6M | +11.1% | -1.8% | +12.9% | +14.1% |
| YTD | +59.5% | +10.9% | +48.6% | +39.7% |
| 1Y | +85.8% | +13.6% | +72.2% | +57.9% |
| 3Y | +311.9% | +69.3% | +242.6% | +113.3% |
| All | +311.9% | +70.2% | +241.7% | +113.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling