+114.5%
ADI vs VMC
+22.8%
+91.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +1.0% |
| 7D | +2.4% | -0.5% | +3.0% | +2.7% |
| 30D | -6.6% | -9.1% | +2.5% | -2.7% |
| 3M | -9.8% | -4.1% | -5.7% | -8.8% |
| 6M | +15.7% | -5.5% | +21.2% | +17.7% |
| YTD | +35.1% | -8.9% | +44.0% | +38.0% |
| 1Y | +47.7% | -12.9% | +60.6% | +54.0% |
| 3Y | +114.5% | +22.1% | +92.3% | +87.2% |
| All | +114.5% | +22.8% | +91.6% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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