+800.0%
VGT vs ATI
+1,154.1%
-354.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.2% | -5.6% | +5.5% | +1.0% |
| 30D | -0.4% | -13.7% | +13.3% | +2.6% |
| 3M | +4.4% | -0.4% | +4.8% | +4.3% |
| 6M | +32.1% | +26.2% | +5.8% | +25.2% |
| YTD | +28.8% | +73.2% | -44.4% | +14.4% |
| 1Y | +35.3% | +161.6% | -126.3% | +10.3% |
| 3Y | +124.8% | +346.2% | -221.4% | +61.1% |
| 5Y | +137.9% | +1,047.6% | -909.7% | +41.4% |
| All | +800.0% | +1,154.1% | -354.1% | +409.8% |
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