+573.6%
ADI vs VST
+1,175.7%
-602.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | +0.8% |
| 7D | +0.4% | +8.9% | -8.5% | -1.5% |
| 30D | -3.8% | +6.2% | -10.0% | -5.1% |
| 3M | -15.3% | -2.7% | -12.5% | -14.9% |
| 6M | +6.7% | -8.4% | +15.0% | +7.8% |
| YTD | +34.8% | -7.2% | +42.0% | +34.9% |
| 1Y | +49.0% | -20.9% | +69.9% | +53.3% |
| 3Y | +108.1% | +384.0% | -275.9% | +24.7% |
| 5Y | +142.4% | +757.1% | -614.6% | +23.4% |
| All | +573.6% | +1,175.7% | -602.1% | +209.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling