+1,049.0%
ATI vs VICR
+42.6%
+1,006.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.2% | -0.5% | -3.1% |
| 7D | -2.7% | -0.4% | -2.3% | -2.7% |
| 30D | -13.5% | -15.6% | +2.1% | -11.2% |
| 3M | +8.5% | -35.4% | +43.9% | +15.2% |
| 6M | +25.2% | +1.3% | +23.9% | +21.1% |
| YTD | +73.4% | +62.5% | +11.0% | +54.9% |
| 1Y | +160.5% | +255.5% | -95.0% | +103.4% |
| 3Y | +347.3% | +182.0% | +165.3% | +243.1% |
| 5Y | +1,049.0% | +42.9% | +1,006.1% | +770.6% |
| All | +1,049.0% | +42.6% | +1,006.4% | +770.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 5y: compounded portfolio wealth divided by compounded VICR 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…
5y analysis · Full analysis span regression · 6 months rolling