+1,431.9%
ADI vs VNQ
+382.8%
+1,049.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.6% |
| 7D | +1.3% | -2.6% | +4.0% | +2.7% |
| 30D | -6.0% | -2.3% | -3.6% | -4.8% |
| 3M | -7.7% | -2.8% | -4.9% | -6.8% |
| 6M | +14.0% | +2.5% | +11.5% | +12.0% |
| YTD | +34.4% | +8.4% | +25.9% | +28.3% |
| 1Y | +48.0% | +6.8% | +41.2% | +42.4% |
| 3Y | +113.3% | +29.9% | +83.4% | +86.2% |
| 5Y | +131.1% | +7.2% | +123.9% | +122.7% |
| 10Y | +628.7% | +62.5% | +566.2% | +475.1% |
| All | +1,431.9% | +382.8% | +1,049.2% | +528.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling