+71.5%
ADI vs VG
-51.4%
+122.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -12.8% | -22.0% | +9.2% | -11.4% |
| 30D | -11.3% | -11.6% | +0.3% | -10.6% |
| 3M | -3.4% | -14.9% | +11.5% | -2.5% |
| 6M | -12.0% | -3.5% | -8.5% | -12.7% |
| YTD | +35.3% | +70.0% | -34.7% | +20.4% |
| 1Y | +58.1% | +50.0% | +8.1% | +42.7% |
| All | +71.5% | -51.4% | +122.9% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling