+640.7%
ADI vs VT
+222.7%
+418.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.9% |
| 7D | +13.4% | +2.9% | +10.5% | +9.1% |
| 30D | -1.3% | -2.5% | +1.2% | +3.0% |
| 3M | +6.8% | -3.3% | +10.1% | +12.9% |
| 6M | -1.9% | +1.5% | -3.4% | -2.5% |
| YTD | +52.3% | +11.4% | +40.9% | +33.2% |
| 1Y | +71.6% | +11.9% | +59.7% | +49.4% |
| 3Y | +148.9% | +73.9% | +75.0% | +22.5% |
| 5Y | +140.8% | +57.9% | +82.9% | +37.0% |
| All | +640.7% | +222.7% | +418.0% | +66.2% |
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