+37,071.2%
ADI vs VSH
+1,674.8%
+35,396.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.4% | -2.8% | -0.4% |
| 7D | +0.4% | +4.1% | -3.6% | -1.5% |
| 30D | -3.8% | -4.2% | +0.4% | -2.3% |
| 3M | -15.3% | -50.0% | +34.7% | +12.7% |
| 6M | +6.7% | +80.2% | -73.5% | -24.3% |
| YTD | +34.8% | +121.1% | -86.3% | -13.9% |
| 1Y | +49.0% | +112.0% | -63.0% | -3.8% |
| 3Y | +108.1% | +22.5% | +85.6% | +66.2% |
| 5Y | +142.4% | +64.0% | +78.4% | +68.0% |
| 10Y | +589.9% | +170.4% | +419.5% | +261.4% |
| All | +37,071.2% | +1,674.8% | +35,396.3% | +8,722.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling