+1,497.9%
ADI vs VIG
+623.5%
+874.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.2% |
| 7D | +0.4% | -0.4% | +0.9% | +1.0% |
| 30D | -3.8% | -1.0% | -2.8% | -2.7% |
| 3M | -15.3% | +2.8% | -18.0% | -17.9% |
| 6M | +6.7% | +8.2% | -1.5% | -2.5% |
| YTD | +34.8% | +11.0% | +23.7% | +19.4% |
| 1Y | +49.0% | +16.1% | +32.9% | +25.4% |
| 3Y | +108.1% | +56.2% | +51.9% | +27.1% |
| 5Y | +142.4% | +63.0% | +79.4% | +43.7% |
| 10Y | +589.9% | +241.4% | +348.5% | +86.6% |
| All | +1,497.9% | +623.5% | +874.4% | +99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling