+1,333.5%
ATI vs VNQ
+387.0%
+946.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | +0.6% |
| 7D | +2.4% | -0.9% | +3.3% | +3.2% |
| 30D | -9.5% | -2.2% | -7.3% | -7.7% |
| 3M | +10.4% | -1.9% | +12.3% | +11.4% |
| 6M | +31.8% | +3.2% | +28.6% | +27.3% |
| YTD | +80.0% | +9.4% | +70.6% | +64.8% |
| 1Y | +175.8% | +7.5% | +168.3% | +155.6% |
| 3Y | +364.2% | +31.1% | +333.2% | +255.0% |
| 5Y | +1,076.9% | +6.6% | +1,070.3% | +978.4% |
| 10Y | +1,178.1% | +63.9% | +1,114.2% | +750.4% |
| All | +1,333.5% | +387.0% | +946.6% | +276.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling