+71.6%
ADI vs VO
+13.5%
+58.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +1.7% |
| 7D | +13.4% | +2.9% | +10.4% | +7.6% |
| 30D | -1.3% | +1.0% | -2.3% | -2.3% |
| 3M | +6.8% | -1.7% | +8.5% | +10.9% |
| 6M | -1.9% | +6.7% | -8.6% | -10.6% |
| YTD | +52.3% | +14.0% | +38.3% | +25.3% |
| 1Y | +71.6% | +13.7% | +58.0% | +42.1% |
| All | +71.6% | +13.5% | +58.2% | +42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling