+1,148.4%
ADI vs VGT
+2,279.6%
-1,131.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.4% |
| 7D | +2.4% | +1.8% | +0.6% | +0.6% |
| 30D | -6.6% | -0.3% | -6.2% | -6.4% |
| 3M | -9.8% | +3.4% | -13.2% | -12.5% |
| 6M | +15.7% | +35.0% | -19.3% | -14.7% |
| YTD | +35.1% | +28.8% | +6.4% | +4.0% |
| 1Y | +47.7% | +38.0% | +9.7% | +5.7% |
| 3Y | +114.5% | +125.8% | -11.3% | -6.7% |
| 5Y | +141.2% | +134.7% | +6.5% | -0.1% |
| 10Y | +611.3% | +792.6% | -181.3% | -25.2% |
| All | +1,148.4% | +2,279.6% | -1,131.2% | -51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling