+20.2%
VZ vs ATI
+871.8%
-851.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.4% | -1.0% |
| 7D | +2.1% | +6.2% | -4.0% | +2.0% |
| 30D | +1.4% | -7.1% | +8.5% | +1.5% |
| 3M | -1.3% | -21.3% | +20.1% | -0.6% |
| 6M | -0.5% | +6.5% | -7.0% | -1.1% |
| YTD | +19.6% | +53.2% | -33.5% | +16.9% |
| 1Y | +22.4% | +82.7% | -60.3% | +18.5% |
| 3Y | +55.9% | +314.3% | -258.4% | +40.0% |
| All | +20.2% | +871.8% | -851.6% | -0.7% |
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