+173.0%
ATI vs VSH
+118.1%
+54.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.4% | -1.4% | +1.8% |
| 7D | -0.1% | +4.1% | -4.1% | -1.1% |
| 30D | +2.7% | -4.2% | +6.9% | +3.6% |
| 3M | +16.3% | -50.0% | +66.3% | +35.9% |
| 6M | +30.2% | +80.2% | -50.0% | +3.1% |
| YTD | +83.6% | +121.1% | -37.5% | +36.4% |
| 1Y | +173.0% | +112.0% | +61.0% | +104.2% |
| All | +173.0% | +118.1% | +54.9% | +104.2% |
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