+616.7%
ADI vs VIG
+247.5%
+369.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.4% |
| 7D | +1.3% | -2.2% | +3.6% | +4.5% |
| 30D | -6.0% | -3.2% | -2.7% | -1.6% |
| 3M | -7.7% | +3.0% | -10.8% | -11.5% |
| 6M | +14.0% | +8.1% | +5.8% | +2.7% |
| YTD | +34.4% | +9.1% | +25.3% | +19.8% |
| 1Y | +48.0% | +12.6% | +35.4% | +26.6% |
| 3Y | +113.3% | +55.4% | +57.9% | +22.2% |
| 5Y | +131.1% | +62.8% | +68.3% | +27.0% |
| All | +616.7% | +247.5% | +369.2% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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