+136.4%
ADI vs VST
+644.1%
-507.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.1% |
| 7D | -6.3% | -6.0% | -0.3% | -5.2% |
| 30D | -3.2% | -18.8% | +15.6% | +1.0% |
| 3M | +2.8% | -8.0% | +10.8% | +4.2% |
| 6M | -5.0% | -10.9% | +5.9% | -3.3% |
| YTD | +46.3% | -18.3% | +64.6% | +49.9% |
| 1Y | +71.6% | -29.9% | +101.6% | +81.3% |
| 3Y | +139.2% | +290.3% | -151.1% | +39.7% |
| 5Y | +136.4% | +635.3% | -498.9% | +7.2% |
| All | +136.4% | +644.1% | -507.7% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling