+1,088.8%
ATI vs VO
+43.2%
+1,045.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.9% |
| 7D | +3.2% | +0.6% | +2.5% | +2.4% |
| 30D | -9.0% | -1.1% | -7.9% | -7.8% |
| 3M | +15.1% | +4.5% | +10.5% | +9.0% |
| 6M | +38.1% | +11.1% | +27.1% | +22.2% |
| YTD | +80.7% | +13.5% | +67.1% | +55.7% |
| 1Y | +167.5% | +14.5% | +153.0% | +128.6% |
| 3Y | +366.0% | +58.1% | +307.9% | +183.3% |
| 5Y | +1,088.8% | +43.3% | +1,045.5% | +671.9% |
| All | +1,088.8% | +43.2% | +1,045.6% | +671.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling