+137.2%
ADI vs VO
+36.6%
+100.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.7% | +5.8% | +4.8% |
| 7D | -4.4% | -0.1% | -4.3% | -3.8% |
| 30D | -2.8% | +0.5% | -3.3% | -2.9% |
| 3M | +1.5% | -1.0% | +2.5% | +3.6% |
| 6M | -4.7% | +6.4% | -11.1% | -11.3% |
| YTD | +46.8% | +13.6% | +33.2% | +26.0% |
| 1Y | +74.9% | +14.5% | +60.4% | +48.8% |
| 3Y | +147.4% | +67.2% | +80.2% | +35.9% |
| All | +137.2% | +36.6% | +100.6% | +61.4% |
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 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