+72.6%
VZ vs ATI
+961.4%
-888.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | -0.2% |
| 7D | +1.5% | +4.2% | -2.7% | +1.2% |
| 30D | +4.4% | -2.5% | +6.9% | +4.4% |
| 3M | -2.4% | -19.4% | +17.1% | -1.3% |
| 6M | +1.4% | +11.1% | -9.7% | +0.3% |
| YTD | +21.4% | +59.5% | -38.1% | +16.9% |
| 1Y | +20.3% | +85.8% | -65.5% | +14.6% |
| 3Y | +57.4% | +311.9% | -254.5% | +39.1% |
| 5Y | +21.9% | +963.2% | -941.3% | -1.2% |
| All | +72.6% | +961.4% | -888.8% | +35.6% |
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