+37,071.1%
ADI vs VLO
+35,889.1%
+1,182.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | +5.2% | -4.8% | -0.8% |
| 30D | -3.8% | +22.6% | -26.4% | -8.7% |
| 3M | -15.3% | +43.8% | -59.0% | -23.0% |
| 6M | +6.7% | +65.7% | -59.1% | -7.3% |
| YTD | +34.8% | +131.1% | -96.3% | +7.2% |
| 1Y | +49.0% | +143.6% | -94.6% | +16.6% |
| 3Y | +108.1% | +201.4% | -93.3% | +52.0% |
| 5Y | +142.4% | +568.9% | -426.5% | +39.7% |
| 10Y | +589.9% | +891.8% | -301.9% | +235.4% |
| All | +37,071.1% | +35,889.1% | +1,182.0% | +6,337.7% |
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 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