+127.4%
ADI vs VCIT
+19.7%
+107.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.9% |
| 7D | -12.8% | +0.1% | -12.9% | -13.0% |
| 30D | -11.3% | +1.9% | -13.3% | -13.7% |
| 3M | -3.4% | -1.4% | -1.9% | -1.3% |
| 6M | -12.0% | -2.1% | -9.9% | -9.2% |
| YTD | +35.3% | -1.6% | +36.9% | +38.9% |
| 1Y | +58.1% | -0.9% | +59.0% | +61.0% |
| 3Y | +127.4% | +20.0% | +107.4% | +86.3% |
| All | +127.4% | +19.7% | +107.7% | +86.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling