+219.2%
VT vs ATI
+1,024.4%
-805.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -0.1% | +1.3% | -1.5% | -0.4% |
| 30D | -3.1% | -4.8% | +1.7% | -2.4% |
| 3M | -3.5% | -19.9% | +16.4% | +0.2% |
| 6M | +0.5% | +15.4% | -14.9% | -3.1% |
| YTD | +10.8% | +59.2% | -48.4% | +0.2% |
| 1Y | +11.9% | +86.3% | -74.4% | -1.8% |
| 3Y | +73.0% | +318.2% | -245.2% | +26.2% |
| 5Y | +58.6% | +958.6% | -900.0% | -4.8% |
| 10Y | +219.2% | +996.8% | -777.6% | +78.1% |
| All | +219.2% | +1,024.4% | -805.2% | +78.1% |
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