+79.3%
ADI vs VLO
+120.8%
-41.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.8% | +2.5% | -3.4% |
| 7D | -5.1% | -6.0% | +0.8% | -5.3% |
| 30D | -3.1% | -12.9% | +9.8% | -3.5% |
| 3M | +7.1% | +18.3% | -11.2% | +8.2% |
| 6M | +2.9% | +46.4% | -43.5% | +5.1% |
| YTD | +51.1% | +127.7% | -76.6% | +48.6% |
| 1Y | +79.3% | +120.6% | -41.3% | +77.5% |
| All | +79.3% | +120.8% | -41.4% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 1y: compounded portfolio wealth divided by compounded VLO 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…
1y analysis · Full analysis span regression · 6 months rolling