+624.3%
ADI vs VSH
+181.9%
+442.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | +2.6% | +3.5% | -0.9% | +0.8% |
| 30D | -4.6% | -4.4% | -0.2% | -2.7% |
| 3M | -9.5% | -45.8% | +36.3% | +19.4% |
| 6M | +14.8% | +90.1% | -75.3% | -26.3% |
| YTD | +35.8% | +120.3% | -84.5% | -20.6% |
| 1Y | +48.9% | +112.2% | -63.3% | -12.2% |
| 3Y | +115.6% | +36.6% | +79.0% | +53.9% |
| 5Y | +135.1% | +67.0% | +68.1% | +46.4% |
| All | +624.3% | +181.9% | +442.4% | +223.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling