+208.2%
ADI vs ROIV
+298.6%
-90.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +3.8% |
| 7D | +0.7% | +9.5% | -8.8% | -0.4% |
| 30D | +0.7% | +21.0% | -20.3% | -1.7% |
| 3M | +6.5% | +18.7% | -12.2% | +3.8% |
| 6M | -2.7% | +44.5% | -47.2% | -7.7% |
| YTD | +52.2% | +92.9% | -40.7% | +38.4% |
| 1Y | +77.5% | +100.2% | -22.8% | +60.4% |
| 3Y | +148.8% | +375.0% | -226.3% | +100.2% |
| 5Y | +142.9% | +435.2% | -292.3% | +75.8% |
| All | +208.2% | +298.6% | -90.3% | +142.7% |
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