+337.8%
ATI vs VLTO
+54.8%
+283.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +4.0% | +4.3% |
| 7D | +6.2% | +5.4% | +0.8% | +4.6% |
| 30D | -7.1% | +22.3% | -29.4% | -13.0% |
| 3M | -21.3% | +19.6% | -40.9% | -25.9% |
| 6M | +6.5% | +35.2% | -28.7% | -5.4% |
| YTD | +53.2% | +17.9% | +35.3% | +44.8% |
| 1Y | +82.7% | +19.5% | +63.2% | +71.1% |
| 3Y | +314.3% | +73.9% | +240.4% | +216.5% |
| All | +337.8% | +54.8% | +283.0% | +247.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling