+2,407.7%
ATI vs VO
+825.5%
+1,582.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +2.9% |
| 7D | +13.0% | +2.9% | +10.0% | +7.6% |
| 30D | +0.2% | +1.0% | -0.8% | -1.3% |
| 3M | -17.5% | -1.7% | -15.8% | -14.9% |
| 6M | +18.1% | +6.7% | +11.4% | +6.1% |
| YTD | +65.7% | +14.0% | +51.7% | +34.1% |
| 1Y | +91.9% | +13.7% | +78.2% | +56.2% |
| 3Y | +335.2% | +65.8% | +269.4% | +88.3% |
| 5Y | +1,004.3% | +36.6% | +967.7% | +540.0% |
| 10Y | +1,019.2% | +198.9% | +820.3% | +79.1% |
| All | +2,407.7% | +825.5% | +1,582.2% | -44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling