+85.8%
ATI vs VFC
+37.3%
+48.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.2% | -7.0% | -4.5% |
| 7D | +4.2% | +1.6% | +2.5% | +3.7% |
| 30D | -2.5% | +25.5% | -28.0% | -7.7% |
| 3M | -19.4% | +41.3% | -60.7% | -25.9% |
| 6M | +11.1% | +22.2% | -11.1% | +4.9% |
| YTD | +59.5% | +16.4% | +43.1% | +49.8% |
| 1Y | +85.8% | +38.4% | +47.3% | +67.0% |
| All | +85.8% | +37.3% | +48.4% | +67.0% |
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