+1,090.2%
ATI vs VYM
+209.2%
+881.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -1.3% |
| 7D | -5.6% | -0.8% | -4.8% | -4.3% |
| 30D | -13.7% | -2.2% | -11.5% | -10.3% |
| 3M | -0.4% | +3.1% | -3.4% | -5.6% |
| 6M | +26.2% | +9.7% | +16.5% | +8.0% |
| YTD | +73.2% | +14.9% | +58.3% | +37.0% |
| 1Y | +161.6% | +17.6% | +144.0% | +99.1% |
| 3Y | +346.2% | +65.3% | +280.9% | +90.7% |
| 5Y | +1,047.6% | +78.7% | +968.9% | +330.7% |
| All | +1,090.2% | +209.2% | +881.1% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 10y: compounded portfolio wealth divided by compounded VYM 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…
10y analysis · Full analysis span regression · 6 months rolling