+611.3%
ADI vs VT
+221.4%
+389.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +1.0% |
| 7D | +2.4% | +1.0% | +1.4% | +1.0% |
| 30D | -6.6% | -0.2% | -6.3% | -6.2% |
| 3M | -9.8% | +4.5% | -14.3% | -14.7% |
| 6M | +15.7% | +14.1% | +1.6% | -2.9% |
| YTD | +35.1% | +14.8% | +20.4% | +12.5% |
| 1Y | +47.7% | +21.2% | +26.5% | +14.4% |
| 3Y | +114.5% | +76.6% | +37.9% | +2.7% |
| 5Y | +141.2% | +66.6% | +74.6% | +27.0% |
| 10Y | +611.3% | +222.3% | +389.0% | +71.3% |
| All | +611.3% | +221.4% | +389.9% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling