+630.6%
ADI vs VST
+1,219.3%
-588.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +7.3% | +1.2% | +6.9% |
| 7D | -4.4% | -0.5% | -3.9% | -4.5% |
| 30D | -2.8% | -17.1% | +14.2% | +1.1% |
| 3M | +1.5% | -4.6% | +6.1% | +2.1% |
| 6M | -4.7% | -9.1% | +4.4% | -3.4% |
| YTD | +46.8% | -16.6% | +63.4% | +49.8% |
| 1Y | +74.9% | -29.5% | +104.4% | +84.8% |
| 3Y | +147.4% | +297.5% | -150.1% | +54.1% |
| 5Y | +131.9% | +654.5% | -522.6% | +20.1% |
| 10Y | +630.6% | +1,205.2% | -574.7% | +239.2% |
| All | +630.6% | +1,219.3% | -588.7% | +239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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