+115.3%
ADI vs VIG
+55.4%
+59.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.5% |
| 7D | +2.6% | -1.2% | +3.8% | +4.8% |
| 30D | -4.6% | -2.8% | -1.8% | +0.5% |
| 3M | -9.5% | +2.5% | -12.0% | -13.6% |
| 6M | +14.8% | +8.1% | +6.8% | -0.3% |
| YTD | +35.8% | +9.6% | +26.3% | +15.0% |
| 1Y | +48.9% | +14.2% | +34.8% | +17.1% |
| All | +115.3% | +55.4% | +59.9% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling