+2,826.7%
VRT vs ATI
+657.2%
+2,169.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +4.3% |
| 7D | +13.6% | +3.2% | +10.4% | +12.3% |
| 30D | +6.8% | -9.0% | +15.8% | +10.7% |
| 3M | -3.2% | +15.1% | -18.3% | -7.8% |
| 6M | +20.3% | +38.1% | -17.8% | +7.4% |
| YTD | +79.6% | +80.7% | -1.1% | +45.9% |
| 1Y | +139.0% | +167.5% | -28.5% | +68.8% |
| 3Y | +644.6% | +366.0% | +278.6% | +336.0% |
| 5Y | +1,024.4% | +1,088.8% | -64.4% | +406.3% |
| All | +2,826.7% | +657.2% | +2,169.5% | +953.3% |
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