+366.0%
ATI vs VO
+57.7%
+308.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.7% |
| 7D | +3.2% | +0.6% | +2.5% | +2.2% |
| 30D | -9.0% | -1.1% | -7.9% | -7.5% |
| 3M | +15.1% | +4.5% | +10.5% | +7.5% |
| 6M | +38.1% | +11.1% | +27.1% | +18.3% |
| YTD | +80.7% | +13.5% | +67.1% | +49.8% |
| 1Y | +167.5% | +14.5% | +153.0% | +119.2% |
| 3Y | +366.0% | +58.1% | +307.9% | +145.5% |
| All | +366.0% | +57.7% | +308.2% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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