+360.4%
ATI vs VLTO
+56.1%
+304.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.3% | +4.9% |
| 7D | +6.0% | +2.0% | +4.0% | +5.4% |
| 30D | -3.6% | +21.8% | -25.4% | -9.6% |
| 3M | -18.9% | +20.2% | -39.1% | -23.7% |
| 6M | +16.7% | +36.3% | -19.6% | +3.4% |
| YTD | +61.1% | +18.8% | +42.2% | +51.9% |
| 1Y | +89.3% | +20.4% | +68.9% | +76.9% |
| 3Y | +333.3% | +71.9% | +261.4% | +233.7% |
| All | +360.4% | +56.1% | +304.3% | +264.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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