+86.5%
ATI vs VFC
+52.5%
+34.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.4% | -5.1% | -1.7% |
| 7D | +8.3% | +21.5% | -13.1% | +3.6% |
| 30D | -7.3% | +46.7% | -53.9% | -15.2% |
| 3M | -10.5% | +38.4% | -48.9% | -17.2% |
| 6M | +16.4% | +15.2% | +1.2% | +12.1% |
| YTD | +56.1% | +17.8% | +38.2% | +46.5% |
| 1Y | +86.5% | +55.6% | +30.9% | +69.1% |
| All | +86.5% | +52.5% | +34.0% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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