+199.4%
VZ vs ATI
+915.7%
-716.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.4% | -1.4% |
| 7D | +2.1% | +6.2% | -4.0% | +1.4% |
| 30D | +1.4% | -7.1% | +8.5% | +1.9% |
| 3M | -1.3% | -21.3% | +20.1% | +1.1% |
| 6M | -0.5% | +6.5% | -7.0% | -2.1% |
| YTD | +19.6% | +53.2% | -33.5% | +12.2% |
| 1Y | +22.4% | +82.7% | -60.3% | +12.3% |
| 3Y | +55.9% | +314.3% | -258.4% | +25.7% |
| 5Y | +20.4% | +890.9% | -870.5% | -14.9% |
| 10Y | +66.9% | +1,142.3% | -1,075.4% | +2.7% |
| All | +199.4% | +915.7% | -716.3% | +33.2% |
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