+930.3%
ATI vs VIG
+262.6%
+667.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | +4.2% | +3.5% | +0.7% | -1.3% |
| 30D | -2.5% | +4.9% | -7.5% | -9.7% |
| 3M | -19.4% | +2.5% | -21.9% | -22.6% |
| 6M | +11.1% | +11.0% | +0.1% | -6.1% |
| YTD | +59.5% | +16.0% | +43.6% | +26.5% |
| 1Y | +85.8% | +17.5% | +68.2% | +44.3% |
| 3Y | +311.9% | +67.0% | +244.9% | +86.9% |
| 5Y | +963.2% | +64.8% | +898.5% | +394.5% |
| All | +930.3% | +262.6% | +667.7% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling