+69.6%
ADI vs VCLT
-4.7%
+74.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.3% | -2.4% |
| 7D | +9.5% | -2.3% | +11.7% | +11.7% |
| 30D | -1.4% | +0.8% | -2.1% | -2.4% |
| 3M | +4.7% | -2.7% | +7.4% | +8.0% |
| 6M | -7.4% | -4.3% | -3.1% | -2.0% |
| YTD | +48.1% | -4.3% | +52.4% | +56.1% |
| 1Y | +69.6% | -4.4% | +74.0% | +79.3% |
| All | +69.6% | -4.7% | +74.3% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling