+158.3%
VEA vs ATI
+1,155.5%
-997.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.4% | -0.6% |
| 7D | -2.1% | -2.7% | +0.6% | -1.6% |
| 30D | -1.1% | -13.5% | +12.4% | +1.5% |
| 3M | +5.1% | +8.5% | -3.5% | +3.2% |
| 6M | +9.8% | +25.2% | -15.4% | +4.8% |
| YTD | +15.9% | +73.4% | -57.5% | +4.3% |
| 1Y | +24.6% | +160.5% | -135.9% | +3.9% |
| 3Y | +75.5% | +347.3% | -271.8% | +28.8% |
| 5Y | +59.4% | +1,049.0% | -989.6% | -3.4% |
| All | +158.3% | +1,155.5% | -997.2% | +43.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling