+314.3%
ATI vs VLTO
+69.5%
+244.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +4.0% | +4.3% |
| 7D | +6.2% | +5.4% | +0.8% | +4.7% |
| 30D | -7.1% | +22.3% | -29.4% | -12.6% |
| 3M | -21.3% | +19.6% | -40.9% | -25.6% |
| 6M | +6.5% | +35.2% | -28.7% | -4.8% |
| YTD | +53.2% | +17.9% | +35.3% | +45.6% |
| 1Y | +82.7% | +19.5% | +63.2% | +72.0% |
| 3Y | +314.3% | +73.9% | +240.4% | +215.4% |
| All | +314.3% | +69.5% | +244.8% | +215.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling