+616.7%
ADI vs VSH
+179.3%
+437.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | +1.3% | +3.1% | -1.8% | -0.3% |
| 30D | -6.0% | -5.7% | -0.2% | -3.4% |
| 3M | -7.7% | -42.5% | +34.7% | +18.0% |
| 6M | +14.0% | +82.7% | -68.7% | -25.2% |
| YTD | +34.4% | +118.2% | -83.8% | -21.1% |
| 1Y | +48.0% | +109.7% | -61.7% | -12.3% |
| 3Y | +113.3% | +35.3% | +78.0% | +53.0% |
| 5Y | +131.1% | +65.6% | +65.5% | +44.5% |
| All | +616.7% | +179.3% | +437.4% | +221.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VSH 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling