+86.5%
ATI vs VSH
+62.1%
+24.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.1% | +4.4% | +0.6% |
| 7D | +8.3% | -13.6% | +22.0% | +12.4% |
| 30D | -7.3% | -30.4% | +23.1% | +1.3% |
| 3M | -10.5% | -33.3% | +22.8% | -2.2% |
| 6M | +16.4% | -15.1% | +31.4% | +15.7% |
| YTD | +56.1% | +80.2% | -24.2% | +22.3% |
| 1Y | +86.5% | +63.4% | +23.2% | +48.8% |
| All | +86.5% | +62.1% | +24.5% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling