+636.4%
ADI vs VO
+193.0%
+443.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +1.5% |
| 7D | +2.6% | -0.6% | +3.2% | +3.4% |
| 30D | -4.6% | -1.9% | -2.7% | -2.3% |
| 3M | -9.5% | +3.3% | -12.8% | -12.7% |
| 6M | +14.8% | +9.7% | +5.2% | +3.2% |
| YTD | +35.8% | +12.6% | +23.2% | +18.2% |
| 1Y | +48.9% | +13.6% | +35.3% | +28.5% |
| 3Y | +115.6% | +56.8% | +58.8% | +29.5% |
| 5Y | +135.1% | +42.3% | +92.8% | +59.8% |
| 10Y | +636.4% | +199.2% | +437.3% | +122.4% |
| All | +636.4% | +193.0% | +443.5% | +122.4% |
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