+141.2%
ADI vs VO
+43.2%
+98.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +1.0% |
| 7D | +2.4% | +0.6% | +1.8% | +1.6% |
| 30D | -6.6% | -1.1% | -5.5% | -5.2% |
| 3M | -9.8% | +4.5% | -14.3% | -14.6% |
| 6M | +15.7% | +11.1% | +4.6% | +1.5% |
| YTD | +35.1% | +13.5% | +21.6% | +15.3% |
| 1Y | +47.7% | +14.5% | +33.2% | +25.0% |
| 3Y | +114.5% | +58.1% | +56.4% | +24.9% |
| 5Y | +141.2% | +43.3% | +98.0% | +61.3% |
| All | +141.2% | +43.2% | +98.0% | +61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling