+143.3%
ATI vs VEU
+190.9%
-47.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.0% |
| 7D | +3.2% | +1.7% | +1.5% | +0.6% |
| 30D | -9.0% | +1.0% | -10.0% | -10.4% |
| 3M | +15.1% | +5.6% | +9.5% | +6.1% |
| 6M | +38.1% | +13.7% | +24.5% | +14.4% |
| YTD | +80.7% | +17.7% | +62.9% | +41.9% |
| 1Y | +167.5% | +25.8% | +141.7% | +90.2% |
| 3Y | +366.0% | +77.1% | +288.9% | +98.0% |
| 5Y | +1,088.8% | +57.1% | +1,031.6% | +504.5% |
| 10Y | +1,055.0% | +149.8% | +905.2% | +229.6% |
| All | +143.3% | +190.9% | -47.6% | -29.8% |
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