+1,145.1%
ADI vs VO
+827.2%
+317.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.8% |
| 7D | +0.4% | -0.3% | +0.7% | +0.7% |
| 30D | -3.8% | -0.3% | -3.5% | -3.4% |
| 3M | -15.3% | +2.9% | -18.2% | -17.4% |
| 6M | +6.7% | +9.3% | -2.7% | -1.9% |
| YTD | +34.8% | +14.2% | +20.6% | +18.6% |
| 1Y | +49.0% | +15.3% | +33.8% | +30.2% |
| 3Y | +108.1% | +56.2% | +51.8% | +37.3% |
| 5Y | +142.4% | +42.4% | +100.0% | +77.5% |
| 10Y | +589.9% | +194.7% | +395.2% | +163.3% |
| All | +1,145.1% | +827.2% | +317.9% | +56.0% |
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