+1,081.3%
ATI vs VSH
+66.1%
+1,015.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -1.2% |
| 7D | +3.2% | +6.2% | -3.0% | +0.7% |
| 30D | -9.0% | -11.1% | +2.1% | -4.9% |
| 3M | +15.1% | -44.9% | +60.0% | +42.2% |
| 6M | +38.1% | +90.0% | -51.8% | -6.0% |
| YTD | +80.7% | +118.8% | -38.1% | +13.3% |
| 1Y | +167.5% | +109.0% | +58.5% | +69.2% |
| 3Y | +366.0% | +35.6% | +330.4% | +251.3% |
| All | +1,081.3% | +66.1% | +1,015.2% | +654.6% |
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