+1,142.3%
VST vs ATI
+1,017.6%
+124.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +1.0% |
| 7D | +10.9% | +4.7% | +6.2% | +9.7% |
| 30D | -15.6% | -0.2% | -15.4% | -15.5% |
| 3M | -7.8% | -18.5% | +10.7% | -2.5% |
| 6M | -12.0% | +16.4% | -28.3% | -15.8% |
| YTD | -16.9% | +63.4% | -80.3% | -27.7% |
| 1Y | -25.1% | +91.5% | -116.6% | -37.5% |
| 3Y | +297.1% | +329.2% | -32.2% | +167.4% |
| 5Y | +641.9% | +966.7% | -324.8% | +296.6% |
| 10Y | +1,142.3% | +1,003.8% | +138.5% | +487.7% |
| All | +1,142.3% | +1,017.6% | +124.7% | +487.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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