+1,635.2%
ADI vs VT
+345.0%
+1,290.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -4.1% | -7.1% | -6.8% |
| 7D | -16.7% | -4.2% | -12.5% | -12.6% |
| 30D | -14.2% | -5.8% | -8.4% | -8.2% |
| 3M | -4.1% | -5.2% | +1.1% | +2.1% |
| 6M | -10.3% | +0.1% | -10.4% | -9.3% |
| YTD | +34.3% | +8.2% | +26.1% | +25.4% |
| 1Y | +54.9% | +10.1% | +44.8% | +42.3% |
| 3Y | +125.3% | +69.7% | +55.6% | +37.2% |
| 5Y | +113.1% | +53.4% | +59.7% | +46.2% |
| 10Y | +584.5% | +219.2% | +365.3% | +152.9% |
| All | +1,635.2% | +345.0% | +1,290.3% | +377.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling