+1,003.8%
ATI vs VSH
+141.4%
+862.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.8% | -6.1% | -2.0% |
| 7D | +4.7% | +12.8% | -8.1% | -2.6% |
| 30D | -0.2% | -9.0% | +8.8% | +2.8% |
| 3M | -18.5% | -12.2% | -6.3% | -15.7% |
| 6M | +16.4% | -15.9% | +32.3% | +12.1% |
| YTD | +63.4% | +103.2% | -39.8% | -10.8% |
| 1Y | +91.5% | +108.4% | -16.9% | +2.3% |
| 3Y | +329.2% | +41.6% | +287.7% | +165.5% |
| 5Y | +966.7% | +54.6% | +912.1% | +491.8% |
| 10Y | +1,003.8% | +138.2% | +865.6% | +307.8% |
| All | +1,003.8% | +141.4% | +862.3% | +307.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling