-0.3%
VCIT vs ATI
+87.1%
-87.5%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.2% | -5.1% | -0.1% |
| 7D | +0.7% | +6.0% | -5.3% | +0.6% |
| 30D | +1.8% | -3.6% | +5.4% | +1.9% |
| 3M | -1.1% | -18.9% | +17.7% | -0.3% |
| 6M | -1.7% | +16.7% | -18.4% | -2.7% |
| YTD | -1.1% | +61.1% | -62.2% | -3.4% |
| All | -0.3% | +87.1% | -87.5% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 1y: compounded portfolio wealth divided by compounded ATI 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…
1y analysis · Full analysis span regression · 6 months rolling