+958.6%
ATI vs VSH
+46.3%
+912.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.7% |
| 7D | +1.3% | -1.6% | +2.9% | +1.4% |
| 30D | -4.8% | -21.3% | +16.5% | +3.3% |
| 3M | -19.9% | -18.9% | -1.0% | -14.9% |
| 6M | +15.4% | -21.4% | +36.8% | +16.1% |
| YTD | +59.2% | +86.8% | -27.6% | +4.9% |
| 1Y | +86.3% | +85.8% | +0.5% | +22.6% |
| 3Y | +318.2% | +30.1% | +288.1% | +208.6% |
| 5Y | +958.6% | +42.8% | +915.8% | +601.4% |
| All | +958.6% | +46.3% | +912.3% | +601.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling