+123.4%
ADI vs VEA
+75.8%
+47.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +3.4% |
| 7D | +4.6% | -1.5% | +6.0% | +6.6% |
| 30D | -1.2% | -0.8% | -0.3% | 0.0% |
| 3M | -7.8% | +2.5% | -10.3% | -10.2% |
| 6M | +19.3% | +11.1% | +8.2% | +4.5% |
| YTD | +40.9% | +17.2% | +23.7% | +14.3% |
| 1Y | +54.5% | +24.5% | +30.0% | +15.4% |
| 3Y | +123.4% | +75.4% | +48.0% | +8.5% |
| All | +123.4% | +75.8% | +47.7% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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