+58.1%
ADI vs VST
-31.4%
+89.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.6% | -9.8% | -1.6% |
| 7D | -12.8% | -9.8% | -3.0% | -11.2% |
| 30D | -11.3% | -25.1% | +13.8% | -6.6% |
| 3M | -3.4% | -11.6% | +8.2% | -1.1% |
| 6M | -12.0% | -20.9% | +8.9% | -8.3% |
| YTD | +35.3% | -22.3% | +57.6% | +41.4% |
| 1Y | +58.1% | -32.0% | +90.1% | +66.4% |
| All | +58.1% | -31.4% | +89.4% | +66.4% |
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