+123.4%
ADI vs VNQ
+30.7%
+92.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.1% | +4.3% |
| 7D | +4.6% | -1.3% | +5.8% | +5.5% |
| 30D | -1.2% | -2.6% | +1.4% | +0.7% |
| 3M | -7.8% | -2.0% | -5.8% | -7.2% |
| 6M | +19.3% | +4.3% | +15.0% | +13.9% |
| YTD | +40.9% | +9.2% | +31.7% | +29.4% |
| 1Y | +54.5% | +5.6% | +48.9% | +45.8% |
| 3Y | +123.4% | +30.8% | +92.6% | +76.4% |
| All | +123.4% | +30.7% | +92.7% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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