+48.9%
ADI vs VG
+12.9%
+36.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.3% | +0.6% |
| 7D | +2.6% | +3.8% | -1.2% | +2.7% |
| 30D | -4.6% | +7.2% | -11.8% | -4.5% |
| 3M | -9.5% | +22.8% | -32.3% | -9.0% |
| 6M | +14.8% | +33.2% | -18.4% | +13.7% |
| YTD | +35.8% | +124.8% | -89.0% | +25.7% |
| 1Y | +48.9% | +15.8% | +33.1% | +50.8% |
| All | +48.9% | +12.9% | +36.1% | +50.8% |
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