+138.3%
ADI vs ITOT
+74.3%
+64.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.0% | +3.7% |
| 7D | +4.6% | -0.9% | +5.5% | +5.9% |
| 30D | -1.2% | -1.5% | +0.3% | +0.9% |
| 3M | -7.8% | +3.6% | -11.4% | -11.8% |
| 6M | +19.3% | +13.7% | +5.6% | +0.7% |
| YTD | +40.9% | +12.9% | +28.0% | +20.0% |
| 1Y | +54.5% | +17.2% | +37.3% | +25.4% |
| 3Y | +123.4% | +75.6% | +47.8% | +9.4% |
| All | +138.3% | +74.3% | +64.0% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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