+1,306.1%
ADI vs VO
+833.6%
+472.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +2.7% |
| 7D | +0.7% | +0.2% | +0.5% | +1.0% |
| 30D | +0.7% | +2.0% | -1.3% | -0.8% |
| 3M | +6.5% | -0.3% | +6.8% | +7.4% |
| 6M | -2.7% | +7.3% | -10.0% | -8.6% |
| YTD | +52.2% | +15.0% | +37.2% | +33.7% |
| 1Y | +77.5% | +14.7% | +62.8% | +56.5% |
| 3Y | +148.8% | +67.3% | +81.5% | +54.2% |
| 5Y | +142.9% | +38.8% | +104.1% | +83.2% |
| 10Y | +653.2% | +201.6% | +451.6% | +183.0% |
| All | +1,306.1% | +833.6% | +472.5% | +75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling