+69.6%
ADI vs VST
-24.4%
+94.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.5% |
| 7D | +9.5% | +6.6% | +2.9% | +7.9% |
| 30D | -1.4% | -12.4% | +11.0% | +1.0% |
| 3M | +4.7% | -9.0% | +13.7% | +6.3% |
| 6M | -7.4% | -6.4% | -1.0% | -5.7% |
| YTD | +48.1% | -17.2% | +65.2% | +52.7% |
| 1Y | +69.6% | -22.0% | +91.7% | +76.6% |
| All | +69.6% | -24.4% | +94.0% | +76.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling