+1,117.0%
ATI vs VICR
+544.5%
+572.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +1.0% |
| 7D | +2.4% | +1.3% | +1.1% | +2.0% |
| 30D | -9.5% | -11.9% | +2.5% | -6.7% |
| 3M | +10.4% | -35.1% | +45.5% | +21.3% |
| 6M | +31.8% | +8.1% | +23.7% | +20.8% |
| YTD | +80.0% | +67.8% | +12.2% | +43.3% |
| 1Y | +175.8% | +267.3% | -91.5% | +70.4% |
| 3Y | +364.2% | +191.2% | +173.0% | +177.0% |
| 5Y | +1,076.9% | +48.1% | +1,028.8% | +626.5% |
| 10Y | +1,178.1% | +1,546.1% | -368.0% | +216.4% |
| All | +1,117.0% | +544.5% | +572.5% | +138.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling