+173.7%
ADI vs ROIV
+295.0%
-121.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +18.8% | -18.5% | -2.1% |
| 7D | +2.4% | +20.2% | -17.7% | -0.1% |
| 30D | -6.6% | +14.1% | -20.7% | -8.4% |
| 3M | -9.8% | +45.6% | -55.4% | -14.2% |
| 6M | +15.7% | +44.1% | -28.5% | +9.8% |
| YTD | +35.1% | +91.2% | -56.0% | +23.1% |
| 1Y | +47.7% | +221.3% | -173.6% | +25.2% |
| 3Y | +114.5% | +229.2% | -114.8% | +78.3% |
| 5Y | +141.2% | +316.5% | -175.2% | +84.4% |
| All | +173.7% | +295.0% | -121.4% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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