+37,071.1%
ADI vs VMC
+3,246.6%
+33,824.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | +0.4% | -4.3% | +4.8% | +2.1% |
| 30D | -3.8% | -8.2% | +4.5% | -0.6% |
| 3M | -15.3% | -7.0% | -8.2% | -13.3% |
| 6M | +6.7% | -10.8% | +17.4% | +10.9% |
| YTD | +34.8% | -7.4% | +42.2% | +37.4% |
| 1Y | +49.0% | -9.5% | +58.5% | +53.1% |
| 3Y | +108.1% | +20.5% | +87.6% | +90.1% |
| 5Y | +142.4% | +51.6% | +90.9% | +102.5% |
| 10Y | +589.9% | +150.0% | +439.9% | +350.4% |
| All | +37,071.1% | +3,246.6% | +33,824.5% | +9,654.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling