+54.5%
ADI vs VLO
+152.2%
-97.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.6% | +4.9% |
| 7D | +4.6% | +5.3% | -0.8% | +4.6% |
| 30D | -1.2% | +18.2% | -19.4% | -1.0% |
| 3M | -7.8% | +53.3% | -61.1% | -7.6% |
| 6M | +19.3% | +70.4% | -51.1% | +18.9% |
| YTD | +40.9% | +143.4% | -102.5% | +32.1% |
| 1Y | +54.5% | +153.0% | -98.5% | +43.3% |
| All | +54.5% | +152.2% | -97.7% | +43.3% |
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