+114.9%
ATI vs VEU
+174.2%
-59.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.7% | -3.6% |
| 7D | +4.2% | +2.1% | +2.1% | +1.0% |
| 30D | -2.5% | -0.9% | -1.6% | -0.8% |
| 3M | -19.4% | -5.4% | -14.0% | -12.3% |
| 6M | +11.1% | -1.8% | +12.9% | +14.4% |
| YTD | +59.5% | +10.9% | +48.6% | +37.3% |
| 1Y | +85.8% | +13.6% | +72.2% | +54.5% |
| 3Y | +311.9% | +69.3% | +242.6% | +87.3% |
| 5Y | +963.2% | +48.1% | +915.1% | +491.2% |
| 10Y | +977.6% | +148.0% | +829.6% | +210.5% |
| All | +114.9% | +174.2% | -59.3% | -32.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling