+321.7%
ATI vs VT
+374.2%
-52.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.1% | +0.4% | -0.5% | -0.8% |
| 30D | +2.7% | +1.0% | +1.7% | +1.1% |
| 3M | +16.3% | +2.4% | +13.9% | +12.1% |
| 6M | +30.2% | +12.0% | +18.2% | +9.2% |
| YTD | +83.6% | +15.3% | +68.2% | +46.7% |
| 1Y | +173.0% | +22.6% | +150.4% | +97.8% |
| 3Y | +356.6% | +74.7% | +282.0% | +88.8% |
| 5Y | +1,074.2% | +66.1% | +1,008.0% | +421.4% |
| 10Y | +1,136.2% | +225.0% | +911.2% | +103.4% |
| All | +321.7% | +374.2% | -52.4% | -50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling