+636.2%
ADI vs VCIT
+30.3%
+606.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | +0.3% |
| 7D | -6.3% | +0.1% | -6.4% | -6.5% |
| 30D | -3.2% | +1.1% | -4.3% | -4.4% |
| 3M | +2.8% | -1.4% | +4.1% | +4.1% |
| 6M | -5.0% | -2.3% | -2.7% | -2.7% |
| YTD | +46.3% | -1.8% | +48.1% | +49.3% |
| 1Y | +71.6% | -1.0% | +72.7% | +73.8% |
| 3Y | +139.2% | +19.3% | +119.9% | +102.1% |
| 5Y | +136.4% | +3.8% | +132.6% | +120.4% |
| 10Y | +636.2% | +30.6% | +605.7% | +632.2% |
| All | +636.2% | +30.3% | +606.0% | +632.2% |
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