+1,091.6%
ATI vs VIG
+247.5%
+844.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -2.9% |
| 7D | -2.7% | -2.2% | -0.5% | +0.9% |
| 30D | -13.5% | -3.2% | -10.3% | -8.8% |
| 3M | +8.5% | +3.0% | +5.5% | +3.4% |
| 6M | +25.2% | +8.1% | +17.1% | +11.0% |
| YTD | +73.4% | +9.1% | +64.4% | +51.7% |
| 1Y | +160.5% | +12.6% | +147.9% | +117.1% |
| 3Y | +347.3% | +55.4% | +291.9% | +127.5% |
| 5Y | +1,049.0% | +62.8% | +986.2% | +440.5% |
| All | +1,091.6% | +247.5% | +844.1% | +47.3% |
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