+72.2%
ADI vs VG
+32.8%
+39.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.3% | +6.2% | +8.6% |
| 7D | -4.4% | -8.3% | +3.9% | -4.7% |
| 30D | -2.8% | -10.3% | +7.5% | -3.2% |
| 3M | +1.5% | -10.8% | +12.3% | +1.4% |
| 6M | -4.7% | +3.5% | -8.2% | -3.6% |
| YTD | +46.8% | +74.0% | -27.1% | +41.3% |
| All | +72.2% | +32.8% | +39.5% | +71.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling