+848.9%
ATI vs VT
+53.2%
+795.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.1% | -1.9% | -0.3% |
| 7D | -3.8% | -4.2% | +0.4% | +2.1% |
| 30D | -13.5% | -5.8% | -7.7% | -5.8% |
| 3M | -17.9% | -5.2% | -12.7% | -11.4% |
| 6M | +8.4% | +0.1% | +8.2% | +8.8% |
| YTD | +46.7% | +8.2% | +38.5% | +33.3% |
| 1Y | +74.5% | +10.1% | +64.3% | +55.1% |
| 3Y | +303.7% | +69.7% | +234.0% | +114.2% |
| 5Y | +848.9% | +53.4% | +795.6% | +443.8% |
| All | +848.9% | +53.2% | +795.7% | +443.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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