+79.3%
ADI vs VGT
+18.8%
+60.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.5% | -3.4% |
| 7D | -5.1% | -6.5% | +1.4% | +0.5% |
| 30D | -3.1% | -10.6% | +7.5% | +6.8% |
| 3M | +7.1% | -3.7% | +10.9% | +11.0% |
| 6M | +2.9% | +10.4% | -7.4% | -2.6% |
| YTD | +51.1% | +23.1% | +28.1% | +32.4% |
| 1Y | +79.3% | +19.9% | +59.4% | +61.2% |
| All | +79.3% | +18.8% | +60.5% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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