+630.6%
ADI vs VCIT
+30.2%
+600.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.1% | +8.5% | +8.5% |
| 7D | -4.4% | +0.7% | -5.1% | -5.2% |
| 30D | -2.8% | +1.8% | -4.6% | -4.7% |
| 3M | +1.5% | -1.1% | +2.6% | +2.6% |
| 6M | -4.7% | -1.7% | -3.0% | -3.0% |
| YTD | +46.8% | -1.1% | +48.0% | +48.8% |
| 1Y | +74.9% | -0.4% | +75.3% | +75.9% |
| 3Y | +147.4% | +20.5% | +127.0% | +107.1% |
| 5Y | +131.9% | +3.8% | +128.1% | +115.8% |
| 10Y | +630.6% | +31.2% | +599.4% | +622.3% |
| All | +630.6% | +30.2% | +600.4% | +622.3% |
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