+1,025.5%
ATI vs VTEB
+1.2%
+1,024.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.4% |
| 7D | -5.6% | -0.9% | -4.7% | -5.0% |
| 30D | -13.7% | -2.5% | -11.2% | -12.2% |
| 3M | -0.4% | -3.0% | +2.6% | +1.7% |
| 6M | +26.2% | -2.1% | +28.4% | +28.3% |
| YTD | +73.2% | -1.5% | +74.7% | +75.7% |
| 1Y | +161.6% | +0.2% | +161.4% | +163.7% |
| 3Y | +346.2% | +8.6% | +337.6% | +325.6% |
| All | +1,025.5% | +1.2% | +1,024.3% | +1,039.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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