+144.4%
ADI vs VSH
+31.2%
+113.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.2% | +1.4% | -1.0% |
| 7D | +9.5% | +14.3% | -4.9% | +3.2% |
| 30D | -1.4% | -7.9% | +6.5% | +1.2% |
| 3M | +4.7% | -19.9% | +24.6% | +12.8% |
| 6M | -7.4% | -30.5% | +23.1% | +1.5% |
| YTD | +48.1% | +85.7% | -37.6% | -1.8% |
| 1Y | +69.6% | +98.9% | -29.3% | +8.4% |
| 3Y | +144.4% | +32.1% | +112.3% | +84.9% |
| All | +144.4% | +31.2% | +113.1% | +84.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling