+138.0%
ADI vs VLTO
+56.1%
+81.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.8% | +7.7% | +8.2% |
| 7D | -4.4% | +2.0% | -6.4% | -5.1% |
| 30D | -2.8% | +21.8% | -24.6% | -10.6% |
| 3M | +1.5% | +20.2% | -18.7% | -6.2% |
| 6M | -4.7% | +36.3% | -41.0% | -18.1% |
| YTD | +46.8% | +18.8% | +28.0% | +36.0% |
| 1Y | +74.9% | +20.4% | +54.5% | +60.3% |
| 3Y | +147.4% | +71.9% | +75.5% | +104.7% |
| All | +138.0% | +56.1% | +81.8% | +99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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