+114.3%
ADI vs VT
+53.4%
+60.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.4% |
| 7D | -12.8% | -2.3% | -10.5% | -9.4% |
| 30D | -11.3% | -5.0% | -6.4% | -3.7% |
| 3M | -3.4% | -4.9% | +1.5% | +5.0% |
| 6M | -12.0% | -1.5% | -10.5% | -8.6% |
| YTD | +35.3% | +8.5% | +26.8% | +21.6% |
| 1Y | +58.1% | +11.4% | +46.7% | +36.9% |
| 3Y | +127.4% | +70.1% | +57.3% | +10.9% |
| All | +114.3% | +53.4% | +60.9% | +22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling