+970.1%
ATI vs VSH
+124.9%
+845.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.6% | +6.0% | +3.8% |
| 7D | +13.0% | +26.2% | -13.2% | -0.7% |
| 30D | +0.2% | -12.5% | +12.7% | +5.2% |
| 3M | -17.5% | -16.9% | -0.6% | -12.2% |
| 6M | +18.1% | -17.0% | +35.1% | +14.2% |
| YTD | +65.7% | +93.8% | -28.1% | -7.3% |
| 1Y | +91.9% | +99.3% | -7.4% | +4.9% |
| 3Y | +335.2% | +35.0% | +300.3% | +175.8% |
| 5Y | +1,004.3% | +45.8% | +958.5% | +533.2% |
| All | +970.1% | +124.9% | +845.3% | +325.1% |
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