+146.4%
VXUS vs ATI
+1,051.1%
-904.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.1% |
| 7D | +1.6% | +3.2% | -1.6% | +1.0% |
| 30D | +1.0% | -9.0% | +10.0% | +2.6% |
| 3M | +5.7% | +15.1% | -9.4% | +2.7% |
| 6M | +13.6% | +38.1% | -24.6% | +6.6% |
| YTD | +17.4% | +80.7% | -63.3% | +5.1% |
| 1Y | +25.1% | +167.5% | -142.4% | +4.2% |
| 3Y | +75.8% | +366.0% | -290.2% | +28.9% |
| 5Y | +55.4% | +1,088.8% | -1,033.4% | -5.7% |
| 10Y | +146.4% | +1,055.0% | -908.6% | +39.9% |
| All | +146.4% | +1,051.1% | -904.7% | +39.9% |
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