+1,508.3%
ADI vs VEU
+192.1%
+1,316.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.1% |
| 7D | +0.4% | +1.1% | -0.7% | -0.6% |
| 30D | -3.8% | +2.2% | -6.0% | -5.6% |
| 3M | -15.3% | +3.0% | -18.2% | -16.9% |
| 6M | +6.7% | +10.9% | -4.2% | -2.1% |
| YTD | +34.8% | +18.2% | +16.6% | +16.6% |
| 1Y | +49.0% | +28.3% | +20.8% | +20.1% |
| 3Y | +108.1% | +74.6% | +33.5% | +29.8% |
| 5Y | +142.4% | +56.4% | +86.1% | +68.6% |
| 10Y | +589.9% | +153.0% | +436.9% | +237.7% |
| All | +1,508.3% | +192.1% | +1,316.2% | +580.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling