+620.2%
ADI vs VCIT
+31.0%
+589.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.6% |
| 7D | +9.5% | -1.4% | +10.9% | +11.1% |
| 30D | -1.4% | +0.6% | -2.0% | -2.1% |
| 3M | +4.7% | -2.2% | +7.0% | +7.1% |
| 6M | -7.4% | -2.3% | -5.1% | -5.2% |
| YTD | +48.1% | -2.2% | +50.2% | +51.6% |
| 1Y | +69.6% | -1.4% | +71.0% | +72.4% |
| 3Y | +144.4% | +18.7% | +125.6% | +107.2% |
| 5Y | +134.1% | +3.6% | +130.5% | +118.9% |
| All | +620.2% | +31.0% | +589.2% | +601.1% |
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