+127.4%
ADI vs VLTO
+69.5%
+57.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -12.8% | +5.4% | -18.2% | -14.7% |
| 30D | -11.3% | +22.3% | -33.7% | -18.9% |
| 3M | -3.4% | +19.6% | -23.0% | -10.8% |
| 6M | -12.0% | +35.2% | -47.2% | -24.7% |
| YTD | +35.3% | +17.9% | +17.4% | +25.5% |
| 1Y | +58.1% | +19.5% | +38.5% | +44.9% |
| 3Y | +127.4% | +73.9% | +53.4% | +93.2% |
| All | +127.4% | +69.5% | +57.9% | +93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling