+1,141.3%
ATI vs VRSN
+248.5%
+892.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.1% |
| 7D | -0.1% | +0.1% | -0.1% | -0.1% |
| 30D | +2.7% | -0.2% | +2.9% | +2.7% |
| 3M | +16.3% | -0.3% | +16.6% | +15.5% |
| 6M | +30.2% | +23.0% | +7.2% | +21.4% |
| YTD | +83.6% | +21.3% | +62.2% | +71.0% |
| 1Y | +173.0% | +6.7% | +166.3% | +162.8% |
| 3Y | +356.6% | +45.0% | +311.7% | +300.3% |
| 5Y | +1,074.2% | +35.0% | +1,039.2% | +941.9% |
| 10Y | +1,136.2% | +276.3% | +859.9% | +737.2% |
| All | +1,141.3% | +248.5% | +892.8% | +464.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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