+1,811.3%
ADI vs VCIT
+96.4%
+1,714.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -12.8% | +0.1% | -12.9% | -12.9% |
| 30D | -11.3% | +1.9% | -13.3% | -12.4% |
| 3M | -3.4% | -1.4% | -1.9% | -2.6% |
| 6M | -12.0% | -2.1% | -9.9% | -10.9% |
| YTD | +35.3% | -1.6% | +36.9% | +36.7% |
| 1Y | +58.1% | -0.9% | +59.0% | +59.1% |
| 3Y | +127.4% | +20.0% | +107.4% | +108.5% |
| 5Y | +114.6% | +3.1% | +111.4% | +100.8% |
| 10Y | +589.3% | +28.7% | +560.6% | +583.7% |
| All | +1,811.3% | +96.4% | +1,714.9% | +2,565.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling