+113.1%
ADI vs VSXY
+339.2%
-226.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.0% | -0.6% |
| 7D | +1.3% | -0.3% | +1.7% | +1.4% |
| 30D | -6.0% | -22.1% | +16.1% | -2.8% |
| 3M | -7.7% | -1.1% | -6.6% | -8.2% |
| 6M | +14.0% | +53.8% | -39.9% | +4.4% |
| YTD | +34.4% | +35.5% | -1.1% | +24.8% |
| 1Y | +48.0% | +186.0% | -138.1% | +22.0% |
| All | +113.1% | +339.2% | -226.1% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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