+620.2%
ADI vs VSH
+115.4%
+504.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.2% | +1.4% | -0.6% |
| 7D | +9.5% | +14.3% | -4.9% | +2.0% |
| 30D | -1.4% | -7.9% | +6.5% | +1.5% |
| 3M | +4.7% | -19.9% | +24.6% | +14.3% |
| 6M | -7.4% | -30.5% | +23.1% | +2.4% |
| YTD | +48.1% | +85.7% | -37.6% | -7.7% |
| 1Y | +69.6% | +98.9% | -29.3% | +1.5% |
| 3Y | +144.4% | +32.1% | +112.3% | +71.7% |
| 5Y | +134.1% | +39.7% | +94.4% | +56.4% |
| All | +620.2% | +115.4% | +504.8% | +256.9% |
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