+606.7%
ADI vs VCIT
+28.6%
+578.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | -0.3% | +0.8% | +0.8% |
| 30D | -3.8% | -0.8% | -3.0% | -3.0% |
| 3M | -15.3% | -1.0% | -14.2% | -14.3% |
| 6M | +6.7% | -1.8% | +8.5% | +8.9% |
| YTD | +34.8% | -0.7% | +35.5% | +36.0% |
| 1Y | +49.0% | +1.0% | +48.1% | +48.0% |
| 3Y | +108.1% | +18.8% | +89.2% | +76.5% |
| 5Y | +142.4% | +3.5% | +139.0% | +126.0% |
| All | +606.7% | +28.6% | +578.1% | +581.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 10y: compounded portfolio wealth divided by compounded VCIT 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…
10y analysis · Full analysis span regression · 6 months rolling