+133.9%
ADI vs VSH
+66.1%
+67.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.8% |
| 7D | +2.4% | +6.2% | -3.8% | -0.5% |
| 30D | -6.6% | -11.1% | +4.6% | -1.6% |
| 3M | -9.8% | -44.9% | +35.1% | +16.3% |
| 6M | +15.7% | +90.0% | -74.3% | -25.0% |
| YTD | +35.1% | +118.8% | -83.7% | -20.0% |
| 1Y | +47.7% | +109.0% | -61.3% | -11.4% |
| 3Y | +114.5% | +35.6% | +78.8% | +58.0% |
| All | +133.9% | +66.1% | +67.8% | +42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling