+314.3%
ATI price history and return analytics
+69.7%
+244.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.1% |
| 7D | +6.2% | -2.3% | +8.5% | +10.2% |
| 30D | -7.1% | -5.0% | -2.1% | +1.2% |
| 3M | -21.3% | -4.9% | -16.4% | -14.5% |
| 6M | +6.5% | -1.5% | +8.0% | +9.5% |
| YTD | +53.2% | +8.5% | +44.7% | +35.4% |
| 1Y | +82.7% | +11.4% | +71.3% | +55.1% |
| 3Y | +314.3% | +70.1% | +244.2% | +99.7% |
| All | +314.3% | +69.7% | +244.6% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling