+620.2%
ADI vs VO
+197.6%
+422.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +9.5% | +3.1% | +6.4% | +5.5% |
| 30D | -1.4% | +2.2% | -3.6% | -3.5% |
| 3M | +4.7% | -2.5% | +7.2% | +8.8% |
| 6M | -7.4% | +7.0% | -14.4% | -13.9% |
| YTD | +48.1% | +14.0% | +34.1% | +27.7% |
| 1Y | +69.6% | +15.6% | +54.0% | +44.0% |
| 3Y | +144.4% | +66.2% | +78.2% | +37.7% |
| 5Y | +134.1% | +36.6% | +97.5% | +67.6% |
| All | +620.2% | +197.6% | +422.6% | +100.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling