+109.1%
ADI vs VST
+372.0%
-262.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | +1.0% |
| 7D | +0.4% | +8.9% | -8.5% | -1.1% |
| 30D | -3.8% | +6.2% | -10.0% | -4.9% |
| 3M | -15.3% | -2.7% | -12.5% | -15.0% |
| 6M | +6.7% | -8.4% | +15.0% | +7.6% |
| YTD | +34.8% | -7.2% | +42.0% | +35.0% |
| 1Y | +49.0% | -20.9% | +69.9% | +52.7% |
| All | +109.1% | +372.0% | -262.9% | +59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling