+1,076.9%
ATI vs VSAT
+45.0%
+1,031.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.9% | +6.6% | +0.7% |
| 7D | +2.4% | +3.5% | -1.1% | +1.8% |
| 30D | -9.5% | -14.7% | +5.2% | -7.5% |
| 3M | +10.4% | +13.2% | -2.8% | +7.1% |
| 6M | +31.8% | +57.4% | -25.6% | +20.5% |
| YTD | +80.0% | +110.0% | -30.0% | +56.4% |
| 1Y | +175.8% | +134.4% | +41.4% | +133.9% |
| 3Y | +364.2% | +203.5% | +160.7% | +244.2% |
| 5Y | +1,076.9% | +47.1% | +1,029.7% | +801.0% |
| All | +1,076.9% | +45.0% | +1,031.9% | +801.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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