+71.4%
ADI vs VG
-38.0%
+109.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.9% | +0.1% |
| 7D | +2.4% | -2.5% | +5.0% | +2.6% |
| 30D | -6.6% | +11.1% | -17.7% | -7.3% |
| 3M | -9.8% | +14.9% | -24.7% | -11.1% |
| 6M | +15.7% | +18.4% | -2.7% | +11.8% |
| YTD | +35.1% | +116.6% | -81.5% | +18.4% |
| 1Y | +47.7% | +9.4% | +38.3% | +42.6% |
| All | +71.4% | -38.0% | +109.4% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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