+346.7%
ATI vs VSH
+33.8%
+312.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.7% | -3.3% |
| 7D | -2.7% | +3.1% | -5.8% | -3.7% |
| 30D | -13.5% | -5.7% | -7.8% | -11.8% |
| 3M | +8.5% | -42.5% | +51.0% | +28.8% |
| 6M | +25.2% | +82.7% | -57.5% | -9.7% |
| YTD | +73.4% | +118.2% | -44.8% | +14.6% |
| 1Y | +160.5% | +109.7% | +50.8% | +73.1% |
| All | +346.7% | +33.8% | +312.9% | +261.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling