+228.7%
VTV vs ATI
+1,154.1%
-925.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.1% | -5.6% | +4.5% | 0.0% |
| 30D | -1.0% | -13.7% | +12.7% | +1.7% |
| 3M | +4.6% | -0.4% | +5.0% | +4.3% |
| 6M | +13.5% | +26.2% | -12.7% | +7.6% |
| YTD | +18.5% | +73.2% | -54.7% | +5.6% |
| 1Y | +22.9% | +161.6% | -138.7% | +0.8% |
| 3Y | +67.8% | +346.2% | -278.3% | +20.0% |
| 5Y | +81.8% | +1,047.6% | -965.8% | +4.8% |
| All | +228.7% | +1,154.1% | -925.4% | +70.0% |
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