+223.6%
VZ vs ATI
+1,117.2%
-893.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.9% | -1.2% |
| 7D | +0.1% | -0.1% | +0.1% | +0.1% |
| 30D | +7.9% | +2.7% | +5.2% | +7.4% |
| 3M | +13.6% | +16.3% | -2.7% | +11.2% |
| 6M | +1.1% | +30.2% | -29.1% | -2.8% |
| YTD | +29.3% | +83.6% | -54.3% | +19.2% |
| 1Y | +21.2% | +173.0% | -151.8% | +6.2% |
| 3Y | +75.9% | +356.6% | -280.7% | +40.8% |
| 5Y | +24.1% | +1,074.2% | -1,050.1% | -13.8% |
| 10Y | +62.4% | +1,136.2% | -1,073.8% | +0.5% |
| All | +223.6% | +1,117.2% | -893.6% | +41.5% |
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