+1,147.9%
ATI vs VTEB
+26.0%
+1,122.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | +0.1% |
| 7D | +2.4% | -0.7% | +3.1% | +3.0% |
| 30D | -9.5% | -2.1% | -7.4% | -7.8% |
| 3M | +10.4% | -2.7% | +13.0% | +13.0% |
| 6M | +31.8% | -2.1% | +33.9% | +34.5% |
| YTD | +80.0% | -1.1% | +81.1% | +82.2% |
| 1Y | +175.8% | +1.3% | +174.5% | +173.8% |
| 3Y | +364.2% | +9.0% | +355.2% | +330.9% |
| 5Y | +1,076.9% | +1.5% | +1,075.4% | +1,065.0% |
| 10Y | +1,178.1% | +18.5% | +1,159.6% | +1,770.4% |
| All | +1,147.9% | +26.0% | +1,122.0% | +2,856.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling