+616.7%
ADI vs VLO
+933.4%
-316.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | +1.3% | +4.0% | -2.6% | +0.3% |
| 30D | -6.0% | +19.0% | -24.9% | -10.4% |
| 3M | -7.7% | +50.0% | -57.7% | -17.9% |
| 6M | +14.0% | +79.1% | -65.2% | -4.5% |
| YTD | +34.4% | +140.3% | -105.9% | +2.9% |
| 1Y | +48.0% | +148.3% | -100.4% | +11.8% |
| 3Y | +113.3% | +194.6% | -81.3% | +50.3% |
| 5Y | +131.1% | +609.6% | -478.5% | +20.2% |
| All | +616.7% | +933.4% | -316.7% | +222.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling