+651.5%
ADI vs VTEB
+17.9%
+633.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.6% |
| 7D | +4.6% | -0.9% | +5.5% | +5.3% |
| 30D | -1.2% | -2.5% | +1.3% | +0.7% |
| 3M | -7.8% | -3.0% | -4.8% | -5.8% |
| 6M | +19.3% | -2.1% | +21.5% | +21.3% |
| YTD | +40.9% | -1.5% | +42.4% | +42.7% |
| 1Y | +54.5% | +0.2% | +54.3% | +54.7% |
| 3Y | +123.4% | +8.6% | +114.9% | +110.6% |
| 5Y | +142.3% | +1.2% | +141.1% | +137.2% |
| All | +651.5% | +17.9% | +633.6% | +672.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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