+72.2%
ADI vs VLTO
+20.2%
+52.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.8% | +7.7% | +8.6% |
| 7D | -4.4% | +2.0% | -6.4% | -4.3% |
| 30D | -2.8% | +21.8% | -24.6% | -1.7% |
| 3M | +1.5% | +20.2% | -18.7% | +2.8% |
| 6M | -4.7% | +36.3% | -41.0% | -4.6% |
| YTD | +46.8% | +18.8% | +28.0% | +53.5% |
| All | +72.2% | +20.2% | +52.0% | +78.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling