+160.5%
ATI vs VSH
+108.3%
+52.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -3.3% |
| 7D | -2.7% | +2.8% | -5.5% | -3.4% |
| 30D | -13.5% | -6.0% | -7.5% | -12.2% |
| 3M | +8.5% | -42.6% | +51.2% | +22.7% |
| 6M | +25.2% | +82.1% | -56.9% | -0.8% |
| YTD | +73.4% | +117.5% | -44.1% | +29.9% |
| 1Y | +160.5% | +109.0% | +51.5% | +98.2% |
| All | +160.5% | +108.3% | +52.2% | +98.2% |
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