+718.4%
VTV vs ATI
+2,660.4%
-1,942.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | +0.3% | +3.2% | -2.9% | -0.4% |
| 30D | +0.1% | -9.0% | +9.2% | +2.1% |
| 3M | +6.2% | +15.1% | -8.9% | +2.5% |
| 6M | +13.5% | +38.1% | -24.6% | +4.8% |
| YTD | +18.9% | +80.7% | -61.8% | +3.5% |
| 1Y | +25.8% | +167.5% | -141.7% | +0.2% |
| 3Y | +68.7% | +366.0% | -297.3% | +14.9% |
| 5Y | +80.3% | +1,088.8% | -1,008.4% | -3.2% |
| 10Y | +226.3% | +1,055.0% | -828.6% | +51.9% |
| All | +718.4% | +2,660.4% | -1,942.0% | +184.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling