+1,205.2%
VST vs ATI
+1,119.3%
+85.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.2% | +2.2% | +5.8% |
| 7D | -0.5% | +6.0% | -6.5% | -1.9% |
| 30D | -17.1% | -3.6% | -13.4% | -16.2% |
| 3M | -4.6% | -18.9% | +14.3% | +1.0% |
| 6M | -9.1% | +16.7% | -25.8% | -13.1% |
| YTD | -16.6% | +61.1% | -77.7% | -27.1% |
| 1Y | -29.5% | +89.3% | -118.8% | -41.0% |
| 3Y | +297.5% | +333.3% | -35.8% | +167.3% |
| 5Y | +654.5% | +954.5% | -299.9% | +304.4% |
| 10Y | +1,205.2% | +1,067.0% | +138.3% | +507.8% |
| All | +1,205.2% | +1,119.3% | +85.9% | +507.8% |
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