+1,090.2%
ATI vs VNQ
+64.0%
+1,026.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.9% |
| 7D | -5.6% | -1.3% | -4.4% | -4.3% |
| 30D | -13.7% | -2.6% | -11.2% | -11.4% |
| 3M | -0.4% | -2.0% | +1.7% | +0.8% |
| 6M | +26.2% | +4.3% | +21.9% | +19.5% |
| YTD | +73.2% | +9.2% | +64.0% | +56.0% |
| 1Y | +161.6% | +5.6% | +156.0% | +143.4% |
| 3Y | +346.2% | +30.8% | +315.3% | +219.8% |
| 5Y | +1,047.6% | +8.0% | +1,039.7% | +908.6% |
| All | +1,090.2% | +64.0% | +1,026.2% | +612.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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