+40,736.5%
ADI vs VMC
+3,457.0%
+37,279.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.6% |
| 7D | +9.5% | -1.3% | +10.7% | +10.0% |
| 30D | -1.4% | +15.5% | -16.8% | -6.8% |
| 3M | +4.7% | +0.6% | +4.1% | +4.2% |
| 6M | -7.4% | +2.1% | -9.5% | -8.8% |
| YTD | +48.1% | -1.6% | +49.6% | +47.2% |
| 1Y | +69.6% | -1.2% | +70.8% | +68.4% |
| 3Y | +144.4% | +35.3% | +109.0% | +113.5% |
| 5Y | +134.1% | +43.6% | +90.5% | +99.1% |
| 10Y | +632.8% | +126.7% | +506.0% | +396.2% |
| All | +40,736.5% | +3,457.0% | +37,279.4% | +10,346.3% |
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