+40,736.5%
ADI vs VLO
+36,773.5%
+3,962.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.1% |
| 7D | +9.5% | +9.6% | -0.2% | +7.0% |
| 30D | -1.4% | -17.4% | +16.0% | +3.2% |
| 3M | +4.7% | +10.8% | -6.0% | +1.6% |
| 6M | -7.4% | +56.9% | -64.4% | -18.2% |
| YTD | +48.1% | +136.8% | -88.7% | +16.5% |
| 1Y | +69.6% | +120.7% | -51.0% | +35.8% |
| 3Y | +144.4% | +231.9% | -87.6% | +73.8% |
| 5Y | +134.1% | +479.0% | -344.9% | +39.6% |
| 10Y | +632.8% | +792.2% | -159.4% | +264.4% |
| All | +40,736.5% | +36,773.5% | +3,962.9% | +6,897.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling