+579.4%
ADI vs VCIT
+28.8%
+550.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -12.8% | +0.1% | -12.9% | -13.0% |
| 30D | -11.3% | +1.9% | -13.3% | -13.2% |
| 3M | -3.4% | -1.4% | -1.9% | -2.0% |
| 6M | -12.0% | -2.1% | -9.9% | -10.0% |
| YTD | +35.3% | -1.6% | +36.9% | +37.7% |
| 1Y | +58.1% | -0.9% | +59.0% | +59.9% |
| 3Y | +127.4% | +20.0% | +107.4% | +91.2% |
| 5Y | +114.6% | +3.1% | +111.4% | +100.8% |
| All | +579.4% | +28.8% | +550.6% | +576.1% |
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