+1,486.3%
ADI vs VEA
+169.3%
+1,317.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +2.4% | +1.9% | +0.6% | +0.7% |
| 30D | -6.6% | +0.8% | -7.3% | -7.2% |
| 3M | -9.8% | +5.7% | -15.5% | -13.8% |
| 6M | +15.7% | +13.3% | +2.4% | +3.8% |
| YTD | +35.1% | +18.4% | +16.7% | +16.4% |
| 1Y | +47.7% | +27.0% | +20.7% | +19.7% |
| 3Y | +114.5% | +79.3% | +35.2% | +29.5% |
| 5Y | +141.2% | +62.1% | +79.1% | +61.1% |
| 10Y | +611.3% | +160.3% | +451.1% | +232.5% |
| All | +1,486.3% | +169.3% | +1,317.1% | +580.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling