+253.7%
ATI vs VIG
+623.5%
-369.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.4% | +3.8% |
| 7D | -0.1% | -0.4% | +0.4% | +0.8% |
| 30D | +2.7% | -1.0% | +3.7% | +4.5% |
| 3M | +16.3% | +2.8% | +13.6% | +10.5% |
| 6M | +30.2% | +8.2% | +22.0% | +13.1% |
| YTD | +83.6% | +11.0% | +72.5% | +51.8% |
| 1Y | +173.0% | +16.1% | +156.9% | +108.0% |
| 3Y | +356.6% | +56.2% | +300.5% | +103.1% |
| 5Y | +1,074.2% | +63.0% | +1,011.2% | +373.6% |
| 10Y | +1,136.2% | +241.4% | +894.8% | +23.6% |
| All | +253.7% | +623.5% | -369.9% | -90.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling