+327.8%
ATI vs VLTO
+69.5%
+258.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.7% |
| 7D | +13.0% | +0.8% | +12.2% | +12.7% |
| 30D | +0.2% | +18.7% | -18.5% | -4.8% |
| 3M | -17.5% | +21.7% | -39.2% | -22.4% |
| 6M | +18.1% | +35.8% | -17.7% | +5.4% |
| YTD | +65.7% | +18.3% | +47.4% | +57.5% |
| 1Y | +91.9% | +20.9% | +71.0% | +79.8% |
| All | +327.8% | +69.5% | +258.3% | +236.2% |
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