+1,795.2%
ADI vs VIVK
-100.0%
+1,895.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.7% | -7.4% | +0.3% |
| 7D | +2.4% | +13.1% | -10.6% | +2.4% |
| 30D | -6.6% | -29.7% | +23.1% | -6.6% |
| 3M | -9.8% | -93.0% | +83.2% | -9.7% |
| 6M | +15.7% | -98.0% | +113.6% | +15.9% |
| YTD | +35.1% | -97.8% | +132.9% | +35.3% |
| 1Y | +47.7% | -100.0% | +147.7% | +48.3% |
| 3Y | +114.5% | -100.0% | +214.4% | +115.1% |
| 5Y | +141.2% | -100.0% | +241.2% | +142.0% |
| 10Y | +611.3% | -100.0% | +711.3% | +612.3% |
| All | +1,795.2% | -100.0% | +1,895.2% | +1,797.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 all: compounded portfolio wealth divided by compounded VIVK 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…
all analysis · Full analysis span regression · 6 months rolling