+113.1%
ADI vs VTI
+74.4%
+38.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.1% |
| 7D | +1.3% | -2.0% | +3.4% | +4.6% |
| 30D | -6.0% | -1.9% | -4.0% | -3.0% |
| 3M | -7.7% | +4.5% | -12.3% | -13.5% |
| 6M | +14.0% | +12.6% | +1.4% | -4.5% |
| YTD | +34.4% | +12.0% | +22.4% | +13.5% |
| 1Y | +48.0% | +17.3% | +30.6% | +16.4% |
| All | +113.1% | +74.4% | +38.7% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 3y: compounded portfolio wealth divided by compounded VTI 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…
3y analysis · Full analysis span regression · 6 months rolling