+25.5%
VZ vs ATI
+1,074.8%
-1,049.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.9% | -1.0% |
| 7D | +0.1% | -0.1% | +0.1% | +0.1% |
| 30D | +7.9% | +2.7% | +5.2% | +7.7% |
| 3M | +13.6% | +16.3% | -2.7% | +12.8% |
| 6M | +1.1% | +30.2% | -29.1% | -0.2% |
| YTD | +29.3% | +83.6% | -54.3% | +25.5% |
| 1Y | +21.2% | +173.0% | -151.8% | +15.3% |
| 3Y | +75.9% | +356.6% | -280.7% | +58.0% |
| All | +25.5% | +1,074.8% | -1,049.4% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling