+651.5%
ADI vs VEU
+155.0%
+496.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.0% | +3.8% | +3.5% |
| 7D | +4.6% | -1.4% | +6.0% | +6.5% |
| 30D | -1.2% | -0.4% | -0.7% | -0.6% |
| 3M | -7.8% | +2.5% | -10.4% | -10.1% |
| 6M | +19.3% | +11.1% | +8.2% | +4.8% |
| YTD | +40.9% | +16.5% | +24.4% | +16.4% |
| 1Y | +54.5% | +22.9% | +31.6% | +19.4% |
| 3Y | +123.4% | +73.4% | +50.0% | +13.2% |
| 5Y | +142.3% | +56.1% | +86.2% | +41.4% |
| All | +651.5% | +155.0% | +496.5% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling