+96.3%
VTR vs ATI
+1,154.1%
-1,057.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.3% | -5.6% | +5.3% | +1.0% |
| 30D | +1.1% | -13.7% | +14.8% | +4.4% |
| 3M | +7.9% | -0.4% | +8.3% | +7.3% |
| 6M | +6.2% | +26.2% | -20.1% | -0.9% |
| YTD | +17.7% | +73.2% | -55.5% | +1.7% |
| 1Y | +32.9% | +161.6% | -128.7% | +3.2% |
| 3Y | +129.7% | +346.2% | -216.5% | +46.2% |
| 5Y | +89.3% | +1,047.6% | -958.3% | -11.8% |
| All | +96.3% | +1,154.1% | -1,057.7% | -27.5% |
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