+651.5%
ADI vs VGT
+820.0%
-168.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.6% | +3.7% |
| 7D | +4.6% | -0.2% | +4.7% | +4.8% |
| 30D | -1.2% | -0.4% | -0.7% | -0.8% |
| 3M | -7.8% | +4.4% | -12.2% | -11.4% |
| 6M | +19.3% | +32.1% | -12.7% | -9.4% |
| YTD | +40.9% | +28.8% | +12.1% | +9.2% |
| 1Y | +54.5% | +35.3% | +19.1% | +13.7% |
| 3Y | +123.4% | +124.8% | -1.3% | -0.7% |
| 5Y | +142.3% | +137.9% | +4.4% | +1.1% |
| All | +651.5% | +820.0% | -168.6% | -22.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling