+640.7%
ADI vs VO
+197.6%
+443.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +1.2% |
| 7D | +13.4% | +2.9% | +10.4% | +9.5% |
| 30D | -1.3% | +1.0% | -2.3% | -2.0% |
| 3M | +6.8% | -1.7% | +8.5% | +9.9% |
| 6M | -1.9% | +6.7% | -8.6% | -8.5% |
| YTD | +52.3% | +14.0% | +38.3% | +31.3% |
| 1Y | +71.6% | +13.7% | +58.0% | +48.8% |
| 3Y | +148.9% | +65.8% | +83.1% | +40.5% |
| 5Y | +140.8% | +36.6% | +104.2% | +72.4% |
| All | +640.7% | +197.6% | +443.1% | +105.9% |
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